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▶ 0:55 · $NVDA · NVIDIA Just Solved Al's Biggest Problem

now playing · $NVDA

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…

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▶ 0:55 · $NVDA · NVIDIA Just Solved Al's Biggest Problem

now playing · $NVDA

$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…