GPUs

Funding · 13 hours ago SpaceX's Exclusive Nvidia Partnership Raises Concerns for Neocloud Providers SpaceX's exclusive deal with Nvidia for AI infrastructure may hinder the growth of neoclouds like CoreWeave and Nebius, which rely on timely access to Nvidia chips.

Macro · 13 hours ago Strategy CEO Phong Le Confident in Bitcoin's Future Amid Market Challenges Phong Le, CEO of Bitcoin treasury company Strategy, reassures investors about the firm's strategy amidst market fluctuations, emphasizing continued Bitcoin accumulation and resilience in the face of a bear market.

Companies · 1 day ago Short Seller Predicts Nvidia's Downfall Amid China Concerns Culper Research's short-selling strategy against Nvidia has proven prescient as the company faces challenges with Chinese demand and export regulations. Their report highlighted potential legal troubles stemming from AI chip smuggling operations.