Linked trade ideas span 23 sources.
Bullish: AI compute demand is creating massive spending on GPUs with companies spending billions on training, creating need for hedging instruments on compute power. Bearish: Nvidia at risk of peaking like Cisco did in 2000, as infrastructure phase of AI may be overdone and value shifts to application layer companies.
“these large, you know, AI companies that are training models and spending, you know, tens of millions or hundreds of millions or sometimes even billions of dollars on their training and their compute, don't really have a way to hedge the price of, let's say,...”
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