nvidia
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Marc Benioff, CEO of Salesforce did not miss a beat: “We’re all following you, bro.” Lol Benioff heads one of the most successful enterprise software companies. Dominating the market over the past 20 years and setting the pace for the industry. Now he’s at the mercy of agentic AI roadmap led by Nvidia. All enterprise…
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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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The massive partnership between CoreWeave and Nvidia to build out 5GW of AI factories is a double edged sword for the industry. While it signals a monumental commitment to the sector, it creates a complex environment for emerging players like IREN and Cipher Ming, both stocks coming under pressure after the Nvidia announcement. Here is…