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Redditors Are Skeptical of SpaceX’s Orbital Data Centers. Are They Right?
Insider Monkey32d agoneutral
Redditors Are Skeptical of SpaceX’s Orbital Data Centers. Are They Right?

Space Exploration Technologies Corp. (NASDAQ:SPCX) wants to put AI compute in orbit, and plenty of Redditors on investment subs think the idea makes little economic sense. The skepticism is intuitive. SpaceX’s Starmind AI1 satellites will use Rubin GPUs and Vera CPUs from NVIDIA Corporation (NASDAQ:NVDA), yet Nvidia Corp. (NASDAQ:NVDA) is now delivering major AI hardware […]

Michael Burry Says This $21 Billion AI Startup Could Crack Nvidia’s Empire
Insider Monkey32d agoneutral
Michael Burry Says This $21 Billion AI Startup Could Crack Nvidia’s Empire

Michael Burry has spent much of the AI boom looking for cracks in Nvidia Corporation (NASDAQ:NVDA). Now, the “Big Short” investor thinks he may have found one. Burry recently called Etched, a four-year-old AI chip startup, “serious competition” for Nvidia. The timing makes the warning harder to dismiss. Etched just raised $700 million in a […]