AI & Data Analytics
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He outlines why the chipmaker is moving beyond just selling GPUs to financing the greatest infrastructure buildout in human history. It was quite a sight to see top finance ‘bros’ sharing a table with Jensen Huang, the driving force behind modern AI. Nvidia announced it is teaming up with private capital heavyweights including Apollo,…
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Hate saying it, but I agree with Mark Zuckerberg on this one. Zuckerberg, the Founder and CEO of Meta (aka Facebook) just published a 6,500-word manifesto laying out Meta’s vision for the future of technology. The Future is for Everyone The Path to a Positive AI Future I’ll save you the time and breakdown his…
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These are strange markets. Exhibiting the most irrational earnings responses in recent memory. The irrationality is the opportunity for astute investors. Three of the four largest Hyperscalers, the massive companies buildinh and managinh huge data centers to run their own apps and provide global cloud and Ai computing services. These Hyperscalers, just handed investors phenomenal…