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Catalyst Watch: Nvidia Earnings, Microsoft Ignite, Crypto Confidence, and P&G Event
David Tepper's Appaloosa Exits Boeing & UPS, Cuts Meta & Microsoft Among Top Q3 Moves
Michael Burry's Scion Asset Boosts Stake in Alibaba, JD, Baidu, Buys Put Options
Scion Asset Management 13F Shows Added Put Position In JD.com With 500,000 Shares; Added Put Position In Alibaba Group With 168,900 Shares; Added Put Position In Baidu With 83,300 Shares
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Cathie Wood's Ark Invest Says Energy Bottlenecks Can't Stop AI Growth: Companies Could Go Partially Off-Grid