Key Super Micro customer CoreWeave wants to increase the quantity of data centers from 30 in 2024 to 60 in 2025. Analyst ...
Stanley Druckenmiller’s decision to sell over 200,000 shares of Nvidia may seem surprising given the stock’s AI-fueled surge. While some have speculated it was a matter of the legendary investor ...
In 2022, I wrote that GPUs were headed in the wrong direction — their price, size, and power consumption were off the charts. And while I still believe that’s true, I can now confirm Nvidia has at ...
As Donald Trump begins his second presidential term, market participants’ clamor for the “Trump Trade” is growing stronger. Marked by expectations around deregulation, tax cuts, infrastructure ...