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At a time when the demand for computing power is being questioned, NVIDIA intends to acquire a "GPU sub-landlord." What kind of business is computing power leasing exactly?
NVIDIA plans to acquire the GPU leasing company Lepton AI, which does not manage Datacenters or Servers itself, but rents from cloud providers and then subleases to its own clients. Analysis suggests that with the increased availability of systems with lower computing costs, the overall computing costs are decreasing, and the computing power leasing market has shifted to a clearly buyer's market, prompting NVIDIA to consider vertical integration to consolidate its dominant position.
Are the USA Autos tariffs Bullish for Tesla? Trump explains: Musk has never intervened in this matter.
① After President Trump of the USA announced a 25% tariff on "all non-American made Autos," many people questioned whether the idea of the Autos tariff was influenced by Musk. ② In response, Trump specifically emphasized to reporters that Musk was not involved in this matter, "because he might have a conflict of interest."
Trump's 25% Auto Tariff Raises Will Put Pressure On Interest Rates, Says Economist — Tesla Investor Gary Black Says President Found 'Further Ways To Push The Economy Into Recession Today'
Nvidia, Gamestop, Ford, Rivian, Tesla: Why These 5 Stocks Are On Investors' Radars Today
Is Wall Street "agreeing to short together"? Barclays: The current AI computing power seems sufficient to meet the demand.
Barclays pointed out that by 2025, the AI Industry will have enough computing power to support between 1.5 billion and 22 billion AI Agents. The AI Industry needs to shift from 'meaningless benchmark tests' to the practical deployment of Agent products, with low inference costs being key to profitability, and open-source models will reduce costs. Although it seems that computing power is sufficient, there is still a gap in dedicated computing power for efficient and low-cost Agent products.
Demand is surging! OpenAI is reportedly expected to double its revenue this year and double it again next year.
According to informed sources, OpenAI expects its revenue to reach 12.7 billion dollars in 2025, doubling last year's revenue of 3.7 billion dollars; the company plans to increase revenue by more than double again next year, reaching 29.4 billion dollars, and expects to achieve positive cash flow by 2029 with annual revenue exceeding 125 billion dollars.