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Michael Burry keeps yelling “AI bubble.” Yet both CoreWeave and Nebius just said they’re sold out of H100s and pre-sold Blackwells before data centers even open. Two of the biggest AI clouds can’t keep GPUs in stock that’s not a bubble, that’s a compute famine $NVDA $NBIS

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Ben Pouladian

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215,354 просмотров • 8 месяцев назад •via X (Twitter)

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CoreWeave just locked in 10,000+ H100s two quarters early and customers are re-contracting within 5% of original pricing. Meanwhile, H100 and H200 spot prices are climbing again into 2025. This isn’t an AI bubble it’s compute scarcity. $NVDA $CRWV Cassandra Unchained
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CoreWeave just locked in 10,000+ H100s two quarters early and customers are re-contracting within 5% of original pricing. Meanwhile, H100 and H200 spot prices are climbing again into 2025. This isn’t an AI bubble it’s compute scarcity. $NVDA $CRWV Cassandra Unchained

Ben Pouladian

399,177 просмотров • 8 месяцев назад

$NVDA A lot of drama recently: 1. AI bubble? 2. "Enron" comments 3. Michael Burry shorting $NVDA But here's exactly what the charts are saying, and what to expect moving forward.
7:22

$NVDA A lot of drama recently: 1. AI bubble? 2. "Enron" comments 3. Michael Burry shorting $NVDA But here's exactly what the charts are saying, and what to expect moving forward.

StockWhale

44,955 просмотров • 7 месяцев назад

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”
1:21

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

NIK

102,475 просмотров • 10 месяцев назад

Yesterday, I discussed one specific reason that I’d be a buyer of Nvidia $NVDA if the stock sold off due to China. Charles V Payne and I also talked about how to position given some AI stocks seem to be in a bubble (while others are not).
5:34

Yesterday, I discussed one specific reason that I’d be a buyer of Nvidia $NVDA if the stock sold off due to China. Charles V Payne and I also talked about how to position given some AI stocks seem to be in a bubble (while others are not).

Beth Kindig

55,969 просмотров • 10 месяцев назад

Why Would We Need Data Centers in Space? I interviewed co-founder and CEO of Starcloud, Philip Johnston to learn exactly why even if AI is a bubble, data centers in space would still prosper. Philip Johnston
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Why Would We Need Data Centers in Space? I interviewed co-founder and CEO of Starcloud, Philip Johnston to learn exactly why even if AI is a bubble, data centers in space would still prosper. Philip Johnston

Ellie in Space 🚀💫

39,490 просмотров • 6 месяцев назад

Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.
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Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.

Sam Badawi

444,470 просмотров • 1 месяц назад

Jensen Huang $NVDA says the AI energy problem is overblown. “The grid runs ~60% of peak. 99% of the time there’s unused power.” The real opportunity isn’t more energy. It’s smarter data centers. $NBIS is already doing it. In the UK, with National Grid, $NVDA, and Emerald AI, they proved they can cut power usage by up to 40% in under a minute—without impacting critical workloads. Data centers are becoming a grid resource, not a liability. The more I study $NBIS, the more bullish I get.
1:54

Jensen Huang $NVDA says the AI energy problem is overblown. “The grid runs ~60% of peak. 99% of the time there’s unused power.” The real opportunity isn’t more energy. It’s smarter data centers. $NBIS is already doing it. In the UK, with National Grid, $NVDA, and Emerald AI, they proved they can cut power usage by up to 40% in under a minute—without impacting critical workloads. Data centers are becoming a grid resource, not a liability. The more I study $NBIS, the more bullish I get.

Daniel

98,660 просмотров • 3 месяцев назад

When I say $NVDA isn’t just a hardware company anymore, it’s not tongue-in-cheek. They’re turning compute into a utility by building AI factories. Here’s Jensen explaining how NVIDIA supplies both the tools and the blueprint for AI infrastructure 👇
4:21

When I say $NVDA isn’t just a hardware company anymore, it’s not tongue-in-cheek. They’re turning compute into a utility by building AI factories. Here’s Jensen explaining how NVIDIA supplies both the tools and the blueprint for AI infrastructure 👇

Shay Boloor

52,062 просмотров • 1 год назад

Brad Paisley speaks out against AI data centers: “They’re trying to build a data center, a monstrosity next to the zoo where they’re not asking for permission and it’s also going to really affect something here in Nashville that’s one of the beloved parts of our town and it’s without the blessing of those who are gonna be affected by it. Nashville, we gotta fight this”
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Brad Paisley speaks out against AI data centers: “They’re trying to build a data center, a monstrosity next to the zoo where they’re not asking for permission and it’s also going to really affect something here in Nashville that’s one of the beloved parts of our town and it’s without the blessing of those who are gonna be affected by it. Nashville, we gotta fight this”

Marco Foster

49,401 просмотров • 17 дней назад

Jeff Bezos just explained the “AI bubble” better than anyone. At Italian Tech Week 2025, Bezos didn’t deny the hype, he embraced it. “Yes, there’s a bubble. But AI is real and it’s going to transform every single industry.” He called it an industrial bubble, not a financial one. That’s a crucial difference: •A financial bubble (like 2008) destroys value and leaves nothing behind. •An industrial bubble (like AI, the internet, or fiber optics) creates massive value, even if investors get crushed. “Even when those companies went bankrupt, the fiber stayed in the ground. Society got the infrastructure. That’s what we’ll see with AI.” Bezos says right now we’re in the “chaotic, beautiful” phase of overfunding, where every wild idea gets money. Investors can’t tell the good ideas from the bad ones. But that’s exactly how big shifts happen. He compared it to Amazon’s early days: “Our stock went from $113 to $6, while every internal metric improved. The market and the reality had completely diverged.” His point: bubbles distort prices, not progress. AI valuations might crash, but the technology won’t. “This is not a mirage. This is a horizontal technology, like electricity and it will touch everything.” Bezos isn’t predicting an apocalypse. He’s predicting a reset, where the hype burns off, and the real builders remain. AI isn’t a bubble, it’s a boom disguised as one.
3:29

Jeff Bezos just explained the “AI bubble” better than anyone. At Italian Tech Week 2025, Bezos didn’t deny the hype, he embraced it. “Yes, there’s a bubble. But AI is real and it’s going to transform every single industry.” He called it an industrial bubble, not a financial one. That’s a crucial difference: •A financial bubble (like 2008) destroys value and leaves nothing behind. •An industrial bubble (like AI, the internet, or fiber optics) creates massive value, even if investors get crushed. “Even when those companies went bankrupt, the fiber stayed in the ground. Society got the infrastructure. That’s what we’ll see with AI.” Bezos says right now we’re in the “chaotic, beautiful” phase of overfunding, where every wild idea gets money. Investors can’t tell the good ideas from the bad ones. But that’s exactly how big shifts happen. He compared it to Amazon’s early days: “Our stock went from $113 to $6, while every internal metric improved. The market and the reality had completely diverged.” His point: bubbles distort prices, not progress. AI valuations might crash, but the technology won’t. “This is not a mirage. This is a horizontal technology, like electricity and it will touch everything.” Bezos isn’t predicting an apocalypse. He’s predicting a reset, where the hype burns off, and the real builders remain. AI isn’t a bubble, it’s a boom disguised as one.

VraserX e/acc

630,193 просмотров • 8 месяцев назад

Liz Ann Sonders does not see an AI bubble but she knows exactly what will cause another dot-com crash. We sat down for a deep-dive on the data driving the bull market, how tech stocks keep getting cheaper, AI causing both inflation and deflation, compute demand and more. Liz Ann Sonders is a true Wall Street legend. Her work at Charles Schwab influences millions of investor portfolios. Very little she has not seen in this industry. 0:00 - AI circular financing 2:36 - Tech stocks look cheaper 4:21 - Inflation changing valuations 5:02 - Iran and rising inflation 7:12 - AI both inflationary & deflationary 7:44 - Expectations bubble 11:57 - Market leadership 14:43 - Compute and energy 19:05 - AI and labor market 23:13 - What makes a bubble? 25:46 - Complacency and gambling 31:36 - Sentiment vs. hard data 38:44 - How we'll be wrong on AI
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Liz Ann Sonders does not see an AI bubble but she knows exactly what will cause another dot-com crash. We sat down for a deep-dive on the data driving the bull market, how tech stocks keep getting cheaper, AI causing both inflation and deflation, compute demand and more. Liz Ann Sonders is a true Wall Street legend. Her work at Charles Schwab influences millions of investor portfolios. Very little she has not seen in this industry. 0:00 - AI circular financing 2:36 - Tech stocks look cheaper 4:21 - Inflation changing valuations 5:02 - Iran and rising inflation 7:12 - AI both inflationary & deflationary 7:44 - Expectations bubble 11:57 - Market leadership 14:43 - Compute and energy 19:05 - AI and labor market 23:13 - What makes a bubble? 25:46 - Complacency and gambling 31:36 - Sentiment vs. hard data 38:44 - How we'll be wrong on AI

Phil Rosen

69,130 просмотров • 1 месяц назад

"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.
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"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

Exabits

13,895 просмотров • 1 год назад

Almost $1 TRILLION has already gone into building AI infrastructure. Let that sink in for a moment. In just two years, we’ve poured the equivalent of an entire country’s GDP into chips, data centers, and compute power. That’s not hype that’s commitment. And the wild part? This is still early innings. The foundation is being built right now. What gets built on top of it is going to change everything. 🔥🚀
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Almost $1 TRILLION has already gone into building AI infrastructure. Let that sink in for a moment. In just two years, we’ve poured the equivalent of an entire country’s GDP into chips, data centers, and compute power. That’s not hype that’s commitment. And the wild part? This is still early innings. The foundation is being built right now. What gets built on top of it is going to change everything. 🔥🚀

Junaid Dar

140,194 просмотров • 7 месяцев назад

☁️ NEXT GEN CLOUD AI The first Human-Centered AI Cloud, powered by Hybrid RWA Data Centers and DePIN Edge ☁️ It’s called DeCenter. Not just another AI cloud. But a new cloud logic — one that’s: 🔸 Real Compute — Hybrid RWA Data Centers + DePIN nodes 🔸 Ethical Audit — via DeCCM (Decentralized Cognitive Contribution Mesh) 🔸 Community Reliance — reputation, rewards, and transparency "The AI cloud where real compute, ethical audit and community trust converge." Next-gen isn’t a buzzword. It’s a rebuild of cloud fundamentals, with people, principles, and participation at the center. #DeCenter #NextGenCloud #RWA #HumanCenteredAI
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☁️ NEXT GEN CLOUD AI The first Human-Centered AI Cloud, powered by Hybrid RWA Data Centers and DePIN Edge ☁️ It’s called DeCenter. Not just another AI cloud. But a new cloud logic — one that’s: 🔸 Real Compute — Hybrid RWA Data Centers + DePIN nodes 🔸 Ethical Audit — via DeCCM (Decentralized Cognitive Contribution Mesh) 🔸 Community Reliance — reputation, rewards, and transparency "The AI cloud where real compute, ethical audit and community trust converge." Next-gen isn’t a buzzword. It’s a rebuild of cloud fundamentals, with people, principles, and participation at the center. #DeCenter #NextGenCloud #RWA #HumanCenteredAI

DeCenter

33,220 просмотров • 1 год назад

“AI is a theme that’s not playing out 20 years in the future, like others, it’s kind of happening in the here and now,” Roundhill Investments CEO Dave Mazza says on $NVDA.
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“AI is a theme that’s not playing out 20 years in the future, like others, it’s kind of happening in the here and now,” Roundhill Investments CEO Dave Mazza says on $NVDA.

Yahoo Finance

15,753 просмотров • 1 год назад

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA
9:01

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

Beth Kindig

67,388 просмотров • 7 месяцев назад

🚨 BREAKING: Former Intel CEO Pat Gelsinger just said we’re in an AI bubble. “Are we in an AI bubble? Of course. That said, I don’t see it ending for several years.” He says risks remain, and new tech is coming—promising 100× better power efficiency: the same AI performance as a 1 GW data center at ~10 MW.
1:40

🚨 BREAKING: Former Intel CEO Pat Gelsinger just said we’re in an AI bubble. “Are we in an AI bubble? Of course. That said, I don’t see it ending for several years.” He says risks remain, and new tech is coming—promising 100× better power efficiency: the same AI performance as a 1 GW data center at ~10 MW.

Ask Perplexity

316,267 просмотров • 9 месяцев назад

We are rapidly creating technology that could surpass human intelligence, with enormous risks to jobs, society and humanity itself. AI must work for all of us, not just a handful of billionaires. That’s why I’m introducing a moratorium on new AI data centers.
1:12

We are rapidly creating technology that could surpass human intelligence, with enormous risks to jobs, society and humanity itself. AI must work for all of us, not just a handful of billionaires. That’s why I’m introducing a moratorium on new AI data centers.

Bernie Sanders

589,040 просмотров • 3 месяцев назад

$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get. This is a $100B company in the making.
0:44

$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get. This is a $100B company in the making.

Shay Boloor

538,242 просмотров • 2 месяцев назад

⚡Why Edge Compute Matters for the Future of Agentic AI AI isn’t just about smarter models, it’s about where they run. Centralized clouds are costly, slow, and controlled by a few. That’s not the future. 👉Join the OptimAI Network: With OptimAI Edge Compute and the upcoming Core Node release, every device becomes part of a decentralized supercomputer: + AI models run directly on your devices (phones, desktops, IoT devices) + Data stays local, secure, and real-time + Compute scales with the community, not corporations This is how we power the next generation of Agentic AI - AI systems that don’t just think, but act like you. Lightweight, fast, everywhere, for everyone. Stay tuned. The Edge is coming.
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⚡Why Edge Compute Matters for the Future of Agentic AI AI isn’t just about smarter models, it’s about where they run. Centralized clouds are costly, slow, and controlled by a few. That’s not the future. 👉Join the OptimAI Network: With OptimAI Edge Compute and the upcoming Core Node release, every device becomes part of a decentralized supercomputer: + AI models run directly on your devices (phones, desktops, IoT devices) + Data stays local, secure, and real-time + Compute scales with the community, not corporations This is how we power the next generation of Agentic AI - AI systems that don’t just think, but act like you. Lightweight, fast, everywhere, for everyone. Stay tuned. The Edge is coming.

OptimAI Network

43,596 просмотров • 10 месяцев назад