What's the Logic of AI Chain?
Hello everyone! Today i want to share some trading ideas with you!
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Jensen Huang says demand for $NVIDIA(NVDA)$ Vera CPU platform could eventually exceed demand for its GPU lineup.
He also said Nvidia will use off-the-shelf $ARM Holdings(ARM)$ technology where possible rather than building custom CPU cores.
2
$Snowflake(SNOW)$ & Anthropic are expanding their AI partnership as Claude gains traction inside Cortex AI.
Snowflake lets enterprises run Claude on governed data without moving sensitive information outside their environment turning Cortex AI into a production layer for trusted AI agents.
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Interesting timing for $Robinhood(HOOD)$ to see its largest insider buy in years right as Robinhood pushes deeper into agentic finance.
Agentic commerce is the product wedge while Trump Accounts and PDT rule changes could become policy tailwinds that expand the platform’s reach.
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$Alphabet(GOOGL)$ announced an $80B capital raise to fund its AI infrastructure buildout with Berkshire Hathaway committing $10B through a private placement.
The raise gives Google more capital to scale compute capacity for “unprecedented customer demand.”
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$NEBIUS(NBIS)$ has chosen France for a new AI cloud infrastructure project according to French President Emmanuel Macron.
The investment is expected to exceed ~$9B and target 240MW of capacity making it one of Europe’s largest AI infrastructure deployments.
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- mark2012·06-02Jensen is talking it up. Am totally happy using web based Gemini and ChatGPT. Why would spend a packet on a non I86 cpu? no thanksLikeReport