RT apewood (@apewoodx)even if monetary were flat i still think htf trend is up. a shift hawkish because inflation moves out of control would be negative.the bigger signal i think will be read through that the ai capex bubble is slowing (ie some signal in price that the market no longer gives it credence). but to me the sora launch and major lab focus on content and video is another major tailwind to this macro tailwind, the gpus will melt ...

Caroline and I have been discussing all morning. Kind of a bit like the Salesforce question. What does Moodle do.But I think like the understanding is it's more analogous to like a together. I may be nearer to a neo cloud. But, but just explain that basic question to us to start.Yeah, totally. And it's great to be everybody. So we build the infrastructure layer of a lot of applications.If you think about a lot of all these applications, you know, people building things like generative media or large languag ...

Microsoft just signed a deal that is bigger than the GDP of some countries and it's all about GPUs. They just signed this deal with the sponsor of this video, Nebius. Nebus is a relatively new player in the AI infrastructure space, but they locked in a $17.4% billion 5year deal with Microsoft to power their biggest AI projects.Now, you know, Microsoft is now creating their own models. They need a ton of pre-training inference. They need a ton of post-training.So this is all going to be powered by not only A ...

You're operating in a different level of of the curve, right. I think that's one way of putting it. But I do want to get your your reaction to that open air and video deal, because it's all of it that's happening in the market right now.Right. And thank you for having me. It's great to be back.It's both surprising and in scale, but not surprising that it's happening. Number one, I think we're undershooting or underestimating how much compute we need for not only training, but for inference that growth, that ...

just listening to the conversation that you were having uh prior uh about all of the spend that's taking place, the money from Coreeave, the money that's going on obviously was announced yesterday with with OpenAI and SoftBank and Oracle of which we're hugely proud to be a part of. the the demand curve still appears to be, you know, rather insatiable. And one of the key indicators we look around that uh Jim is that while chat GPT and these models are getting very good at solving things like the bar exam and ...

Okay. Stargate. Stargate.Yes. Stargate. The massive A1 infra AI infrastructure effort by OpenAI, Oracle, SoftBank, and others announcing plans to open five new data centers which will eventually have 7 gawatts of power capacity.What is that about 8 million homes. No, actually 6 million homes. Uh joining us now first on CNBC, another tech partner to the Stargate Venture, ARM CEO Renee Hos joins us from London.Renee, how great to see you on the show. Uh good morning, good afternoon, Jim. All right.So, now I'm ...

I always like to go back to basics. Jonathan Like Grok stacks up against some video and Google's TPU and we're largely focused on inference. Why did you raise this round in that context.What is it going to allow you to do to be more competitive against those two giants. Well, the bottom line is that the demand for inference is insatiable. The total amount of capacity that people are trying to deploy is mind boggling. The numbers that people are putting up.And that's only growing. And in our case, we don't f ...

We felt bad about the slowdowns as we were adding GPUs, so we reset everyone's limits to make up for it:Tibo (@thsottiaux):We have reset everyone's limits for gpt-5-codex to allow you all to benefit more from it today and as a way to make up for the slowdowns earlier while we were provisioning additional GPUs. We'll continue to add capacity throughout the week to maintain the speed.Enjoy! ...

Market Trends - Lambda, a GPU rental company, is reportedly considering going public, similar to its competitor CoreWeave [1]

It's either a gold rush or a sugar rush. >> And how long that how long you think that buildout really lasts because it may take several hundred people to build a data center, but it only takes five or 10 to operate it. >> I think we are so in the early inning.I think a lot of prognosticators want to call it like we're on the sugar rush. We're not. It's more like the railroads or the buildout of electricity than anything I've seen.The internet, it turns out in hindsight, was actually a relatively capex-like ...