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$NVDA · NVIDIA Just Solved Al's Biggest Problem
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$NVDA···bullish· highjosh kale
Nvidia's Blackwell-to-Feynman roadmap makes AGI inevitable on already-designed hardware
Nvidia's announced chip generations (Blackwell, Vera Rubin, Rubin Ultra, Feynman) deliver 30-50x compute multiples, and combined with software efficiency gains, virtually guarante…
$CRWV···bullish· mediumjosh kale
CoreWeave's older GPU fleet booked 6-12 months ahead as inference demand surges
Neo-cloud providers like CoreWeave are seeing massive demand for older GPUs (H100) for inference workloads, with contracts booked 6-12 months in advance and renewing early, indica…