126 Articles 0 Followers
30 Sep 2026 2 minute read 1 comment Perfectionist25 $0.17
I will start with the downsides and move on to the upsides regarding a few companies that are indispensable to AI data centers. Chips require cooling to operate efficiently. We are all aware of this, but recent developments over the past few months h...
26 Sep 2026 2 minute read 1 comment Perfectionist25 $0.33
On Saturday, September 12, 2026, Anthropic CEO Dario Amodei published an article titled "We Must Pace the Frontier." Amodei argued that the rate of AI self-improvement had accelerated significantly as of that summer and that, within six to twelve mon...
21 Sep 2026 3 minute read 1 comment Perfectionist25 $0.21
When discussing AI data centers and servers, there are two components that are tiny yet critically important to the system: GaN and SiC. I’ll explain what these power chips do and why companies are switching to GaN and SiC chips, even though Si (Sili...
17 Sep 2026 4 minute read 1 comment Perfectionist25 $0.22
A statement made by Clay Magouyrk during $ORCL’s latest earnings call directly addresses one of the most common misconceptions in the debate surrounding AI infrastructure: “All GPU capacity that came up for renewal in Q1 was either renewed or resold...
4 Sep 2026 1 minute read 1 comment Perfectionist25 $0.33
Nvidia delivered a very strong earnings report in every sense. Earnings per share grew by 111% year-over-year, while revenue increased by 106%. Pre-report expectations were exceeded by 6% for earnings per share and 4% for revenue. However, since the...
1 Sep 2026 2 minute read 1 comment werrmos $0.02
Let’s face it, everyone is obsessed with buying Nvidia chips and discussing the next big ChatGPT update. But almost no one is paying attention to the messy, physical side of this tech boom. At the G20 technology forum, Elon Musk pointed out a massive...
30 Aug 2026 1 minute read 0 comments Perfectionist25 $0.19
NVIDIA may have inadvertently placed a valuation anchor on a completely different group of assets. NVIDIA provided a "value guarantee" of up to $105 billion for OpenAI's data center in Ohio. The facility is owned by SB Energy (SoftBank), the tenant i...
27 Aug 2026 2 minute read 0 comments Perfectionist25 $0.21
As the capital required to build the next generation of AI infrastructure surpasses the limitations of traditional Wall Street financing, Nvidia ($NVDA) is quietly assuming a new role: lender of last resort. According to a discussion on the "All-In"...
26 Aug 2026 3 minute read 0 comments Perfectionist25 $0.40
While Nvidia, AMD, and hyperscaler companies may be at the forefront of AI investments, ASML is one of the most critical companies behind this race. This is because ASML is at the heart of the lithography machines needed to produce the world's most a...
22 Aug 2026 2 minute read 0 comments Perfectionist25 $0.58
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...
