nvidia
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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…
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For venture capital investors, the standard exit playbook is being rewritten in real-time. The news of Nvidia’s 20 billion dollar agreement with Groq is the latest and largest example of a trend that should have every GP and LP on high alert: the rise of the reverse acquihire. At first glance, a 20 billion dollar…