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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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NVIDIA’s Older GPUs Still Earn Rent. What That Does and Doesn’t Prove for CoreWeave
Insider Monkey12d agoneutral
NVIDIA’s Older GPUs Still Earn Rent. What That Does and Doesn’t Prove for CoreWeave

NVIDIA Corporation (NASDAQ:NVDA) has an argument against rapid hardware obsolescence: older accelerators still command rental prices. For CoreWeave, Inc. (NASDAQ:CRWV), which sells access to computing infrastructure, the harder question is how much of that rent becomes a return. The September 7 settlement of a transaction-based GPU rental benchmark put NVIDIA’s H100 SXM at $3.17 per […]

Is It Too Late to Buy Nvidia Stock?
Motley Fool12d agobullish
Is It Too Late to Buy Nvidia Stock?

Revenue doubled in the latest quarter, and shares sit about 5% from their high. But today's price asks surprisingly little of the next three years.

Nscale’s Funding Talks Put Dell and Nokia’s AI Supply Relationships to the Test
Insider Monkey12d agoneutral
Nscale’s Funding Talks Put Dell and Nokia’s AI Supply Relationships to the Test

Nscale’s reported pursuit of about $3.5 billion in pre-IPO financing matters to more than its prospective shareholders. Dell Technologies Inc. (NYSE:DELL) and Nokia Oyj (NYSE:NOK) already have commercial and investment ties to the AI infrastructure company. Better funding could help their customer execute, but it would not automatically become either supplier’s revenue. Reuters reported the […]

Firmus Adds OpenAI. NVIDIA and Blackstone Face Different Sides of the AI Buildout
Insider Monkey12d agoneutral
Firmus Adds OpenAI. NVIDIA and Blackstone Face Different Sides of the AI Buildout

Firmus’ September 8 agreement with OpenAI connects fresh computing demand to two distinct public-market exposures: NVIDIA Corporation (NASDAQ:NVDA), whose platform will power expansion, and Blackstone Inc. (NYSE:BX), whose managed funds led a $10 billion debt financing facility for Firmus’ Australian infrastructure program. OpenAI agreed to contract dedicated computing capacity from two Malaysian sites under a […]