The blogger who was right about Nvidia is now panning a $25 billion AI company

Jeffrey Emanuel, known for turning Wall Street’s attention to the risk DeepSeek might pose to Nvidia, warns that CoreWeave’s IPO is way overvalued.

Topics

Nvidia's Jensen Huang on why DeepSeek's new model will need ‘100 times more computing’

Nvidia CEO Jensen Huang spoke with CNBC's Jim Cramer about DeepSeek's new AI model.
CNBC - 1d
How CoreWeave Went From Crypto Mining to Wall Street’s A.I. Bellwether

CoreWeave, which provides computing power for A.I., was founded by three Bitcoin enthusiasts. The company is now set to make the first prominent A.I. initial public offering.
The New York Times - 3d
Nvidia’s next chips are named after Vera Rubin, astronomer who discovered dark matter

Nvidia CEO Jensen Huang is expected to reveal details about Rubin, the chipmaker's next AI GPU, on Tuesday at the company's annual GTC conference.
CNBC - Mar. 13
Synchron’s Brain-Computer Interface Now Has Nvidia’s AI

The company has partnered with Nvidia to develop “cognitive AI,” which it says will allow people with severe physical disabilities to have more natural interactions with the world around them.
Wired - 1d
Nvidia Is Still the Most Important AI Company in the World, Even If Wall Street Isn’t Impressed

Jensen Huang announced new chips and robots at the GTC conference.
Inc. - 1d
OpenAI to pay CoreWeave $11.9 billion over five years for AI data centers, services

Ahead of CoreWeave's upcoming IPO, the provider of data centers for AI has signed a five-year deal with OpenAI worth almost $12 billion.
CNBC - Mar. 10
Nvidia's CEO did a Q&A with analysts. What he said and what Wall Street thinks about it

Investors have closely watched Nvidia’s week-long GPU Technology Conference (GTC) for news and updates from the dominant maker of chips that power artificial intelligence applications.
NBC News - 19h
Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors

While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.
MarketWatch - Mar. 13
CoreWeave aims to raise up to $2.7 billion in IPO

In its updated IPO prospectus on Thursday, CoreWeave said it plans to sell shares at $47 to $55 each, raising a total of up to $2.7 billion.
CNBC - 13h

The blogger who was right about Nvidia is now panning a $25 billion AI company

Topics

Related

Nvidia's Jensen Huang on why DeepSeek's new model will need ‘100 times more computing’

How CoreWeave Went From Crypto Mining to Wall Street’s A.I. Bellwether

Nvidia’s next chips are named after Vera Rubin, astronomer who discovered dark matter

Synchron’s Brain-Computer Interface Now Has Nvidia’s AI

Nvidia Is Still the Most Important AI Company in the World, Even If Wall Street Isn’t Impressed

OpenAI to pay CoreWeave $11.9 billion over five years for AI data centers, services

Nvidia's CEO did a Q&A with analysts. What he said and what Wall Street thinks about it

Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors

CoreWeave aims to raise up to $2.7 billion in IPO

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