"The world has $1 trillion of data center installed, and it used to be 100% CPUs.
In the next 5-10 years, most of that $1 trillion...will be largely gen AI."
-Jensen Huang
___
CPU -> GPU
This means more Capex but also more revenue stream for cloud host companies.
It also means a restructuring or/and new infrastructure to be built. An incredible new revenue source for an already growing environment.
Let us dissect the winners for this shift from central processing unit to graphics processing unit...

Rewards
● An equal share of 1,000 points: For mooers who correctly guess BABA's (US Market) closing price range on 18 May ET by 2:30 PM, May 18 ET. (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
● Exclusive 300 points: For the writer of the top post on analyzing BABA's earnings preview as an inspiration reward.
*The selection is based on post quality, originality, and user engagement.
N...