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CoreWeave
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Palantir
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Alphabet-C
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I just started to becoming a millionaire!
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102421481 : Yup
always_huat : No, don’t waste your time
Elle13 102421481 : I bought 24.167 . Can reach this ?
152438716 Elle13 : probably no
102421481 Elle13 : Yup
GG123 : Wait until earning report. Intel had a bad year. My entry would be set to below 20
Zaque Goy Elle13 : after us election
随心 : Does h100 or Blackwell require cpu to run still ? If yes then keep.
tataru 随心 : It doesn't have to be Intel CPU , NV have their own grace arm CPU and AMD have their superior Epyc cpu for data center. Thing is CPU demand has also decreased significantly compared due to AI workload is on gpu. It will take Intel long to make a comeback if ever