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Fed's Musalem Worries That Inflation Caused by Higher Tariffs Won't Be Transitory
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.
The 'Misery Index' Is Creeping Higher. Does That Spell Doom for Stocks?
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