30 Articles 0 Followers
27 Aug 2026 2 minute read 0 comments Perfectionist25
As the capital required to build the next generation of AI infrastructure surpasses the limitations of traditional Wall Street financing, Nvidia ($NVDA) is quietly assuming a new role: lender of last resort. According to a discussion on the "All-In"...
25 Aug 2026 3 minute read 0 comments Perfectionist25
While everyone's attention in the world of artificial intelligence is focused on the new models being trained in massive data centers, the real battle is being waged much more quietly and subtly. This battle isn't about training, but about "inference...
22 Aug 2026 2 minute read 0 comments Perfectionist25
Nvidia (NVDA) has taken an important step that could open the door to a new era in artificial intelligence investments. The company aims to create over $500 billion in financing capacity for artificial intelligence infrastructure by collaborating wit...
19 Aug 2026 3 minute read 0 comments Perfectionist25
While memory and optics companies have been largely acting together on the theme of artificial intelligence infrastructure in recent months, the picture started to change in the last week. While optical stocks such as Applied Optoelectronics (AAOI),...
13 Aug 2026 3 minute read 0 comments Perfectionist25
By 2026, the AI infrastructure market has completely moved beyond the raw hardware power race and entered a strategic phase managed by software ecosystems. While the TFLOPS values of hardware cards are converging on paper, enterprise infrastructu...
5 Aug 2026 3 minute read 0 comments Perfectionist25
Kimi's announcement of its new model caused a brief "DeepSeek effect" fear in the market. The very low API prices reinforced the idea that the same tasks could now be accomplished with fewer GPUs and HBMs. This concern led to sharp sell-offs in GPU,...
3 Aug 2026 4 minute read 0 comments Perfectionist25
The recent sudden loss of $1 trillion from US stock markets highlighted the fragility of Wall Street's AI narrative. At the heart of this shock is Kimi K3, a massive open-source model launched by the Chinese AI startup Moonshot AI. Instead of panicki...
4 Jul 2026 4 minute read 0 comments Perfectionist25
$LITE | Lumentum has become one of the most compelling stories in the second-tier AI infrastructure race in semiconductors; the first being GPU, CPU, and memory. Everything I'm writing now is based on my personal readings and inferences. Therefore, y...
1 Jul 2026 1 minute read 0 comments Perfectionist25
Many still don't adequately price the growing demand for NAND. When AI is discussed, everyone generally focuses on GPUs. But behind the scenes, a perhaps quieter but far more permanent transformation is happening on the storage side, especially NAND....
15 Sep 2025 1 minute read 0 comments WinterYeti
For those who regularly play with Linux, especially doing any kind of GPU mining, you've run into the problem with NVIDIA drivers not working as expected. It's been a known problem, you have to download the proprietary NVIDIA driver that works after...
