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Nvidia is renting their own chips back from Coreweave. It's not the first time and apparently they've been doing it for years. #AiMania $NVDA $CRWV

Nobody Special

37,311 subscribers

23,965 просмотров • 10 месяцев назад •via X (Twitter)

Наука и технологии Финансы #AiMania

Anya Rossi• Live Now

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Nvidia is buying $100 billion of it's own chips using OpenAI as a middle man. What can Al Bundy teach us about the Ai Bubble? $NVDA #AiMania

Nvidia is buying $100 billion of it's own chips using OpenAI as a middle man. What can Al Bundy teach us about the Ai Bubble? $NVDA #AiMania

Nobody Special

83,886 просмотров • 10 месяцев назад

Who is Coreweave and where is their money coming from? Nobody is asking!🧐 #Coreweave #Nvidia $NVDA #Magnetar

Who is Coreweave and where is their money coming from? Nobody is asking!🧐 #Coreweave #Nvidia $NVDA #Magnetar

Nobody Special

1,111,193 просмотров • 2 лет назад

They've been doing this for years, lady; this isn't the first time, and there's a reason why.

They've been doing this for years, lady; this isn't the first time, and there's a reason why.

Goofies Of Chicago

33,726 просмотров • 1 год назад

Apparently the guy in the pickup’s family had been renting the ground for 50 years and the guy in the tractor rented it from under them. Farmin is undefeated.

Apparently the guy in the pickup’s family had been renting the ground for 50 years and the guy in the tractor rented it from under them. Farmin is undefeated.

bu/ac

513,269 просмотров • 3 месяцев назад

$NBIS and $CRWV growing like crazy shouldn't be surprising. Satya Nadella publicly explained 6 months ago on a podcast that $MSFT would be leasing a lot of capacity going forward rather than building all itself. Here is what I think is happening: These neo-cloud businesses, both $NBIS and $CRWV, exist solely because $NVDA wants them to exist. Nvidia has an equity stake in both companies, and they are both members of the Nvidia Partners Program. Nvidia grants early access to its chips to the partners. Nvidia does that because it knows all hyperscalers, especially $MSFT and $AMZN, are racing to develop their own cutting-edge GPUs, as this is their biggest cost in scaling cloud operations. Nvidia knows that if they are allowed to control the supply, it will prolong the upgrade cycles and reduce orders to gain time to develop its own chips. This is why it's providing early access to the neo-clouds that are 100% dependent on Nvidia chips. Hyperscalers know that if they delay orders for the fresh capacity, the demand will shift to the neo-clouds that can build capacity fast with the support of $NVDA. Thus, $NVDA corners hyperscalers and strategically compels them to put new orders and cripples their ability to focus on their own chips. $MSFT sees this and says, "If this is the case, I'll just lease the capacity from the neo-clouds." It's basically a strategic response to $NVDA. It leases the bulk of their capacity, making them dependent on it. So, if $MSFT backs down, they'll have a really hard time staying alive. There is a small window of opportunity here for neo-clouds. If they can scale beyond hyperscalers and form a fragmented customer base, they may keep thriving even if hyperscalers reduce leases. Currently, $NBIS has a better shot at it than $CRWV, as $MSFT already makes up 72% of its revenue. I am long $NBIS, and I have already made 4x of money in the stock. I'll remain long $NBIS and even grow my position, but I'll remain skeptical of $CRWV for its unfavorable strategic position, as I explained above.

$NBIS and $CRWV growing like crazy shouldn't be surprising. Satya Nadella publicly explained 6 months ago on a podcast that $MSFT would be leasing a lot of capacity going forward rather than building all itself. Here is what I think is happening: These neo-cloud businesses, both $NBIS and $CRWV, exist solely because $NVDA wants them to exist. Nvidia has an equity stake in both companies, and they are both members of the Nvidia Partners Program. Nvidia grants early access to its chips to the partners. Nvidia does that because it knows all hyperscalers, especially $MSFT and $AMZN, are racing to develop their own cutting-edge GPUs, as this is their biggest cost in scaling cloud operations. Nvidia knows that if they are allowed to control the supply, it will prolong the upgrade cycles and reduce orders to gain time to develop its own chips. This is why it's providing early access to the neo-clouds that are 100% dependent on Nvidia chips. Hyperscalers know that if they delay orders for the fresh capacity, the demand will shift to the neo-clouds that can build capacity fast with the support of $NVDA. Thus, $NVDA corners hyperscalers and strategically compels them to put new orders and cripples their ability to focus on their own chips. $MSFT sees this and says, "If this is the case, I'll just lease the capacity from the neo-clouds." It's basically a strategic response to $NVDA. It leases the bulk of their capacity, making them dependent on it. So, if $MSFT backs down, they'll have a really hard time staying alive. There is a small window of opportunity here for neo-clouds. If they can scale beyond hyperscalers and form a fragmented customer base, they may keep thriving even if hyperscalers reduce leases. Currently, $NBIS has a better shot at it than $CRWV, as $MSFT already makes up 72% of its revenue. I am long $NBIS, and I have already made 4x of money in the stock. I'll remain long $NBIS and even grow my position, but I'll remain skeptical of $CRWV for its unfavorable strategic position, as I explained above.

Oguz Erkan

180,169 просмотров • 10 месяцев назад

🚨 BREAKING 🇨🇳🇺🇸 CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING HAS CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS THE MESSAGE IS CLEAR CHINA DOES NOT WANT TO DEPEND ON U.S. SEMICONDUCTORS ANYMORE THEY WOULD RATHER BUILD THEIR OWN AI SUPPLY CHAIN THAN BUY FROM AMERICA THIS IS NOT JUST ABOUT NVIDIA THIS IS ABOUT CHINA CUTTING THE U.S. OUT OF ITS AI FUTURE $NVDA IS GETTING HIT HARD AND THE TRADE WAR JUST ENTERED A NEW PHASE

🚨 BREAKING 🇨🇳🇺🇸 CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING HAS CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS THE MESSAGE IS CLEAR CHINA DOES NOT WANT TO DEPEND ON U.S. SEMICONDUCTORS ANYMORE THEY WOULD RATHER BUILD THEIR OWN AI SUPPLY CHAIN THAN BUY FROM AMERICA THIS IS NOT JUST ABOUT NVIDIA THIS IS ABOUT CHINA CUTTING THE U.S. OUT OF ITS AI FUTURE $NVDA IS GETTING HIT HARD AND THE TRADE WAR JUST ENTERED A NEW PHASE

Leshka.eth ⛩

101,921 просмотров • 21 дней назад

There's something very suspicious about Nvidia's earnings and their big client nobody's ever heard of: Coreweave.🧐 Thank you to Samantha LaDuc for taking the time to talk about it! $NVDA #AI #Coreweave

There's something very suspicious about Nvidia's earnings and their big client nobody's ever heard of: Coreweave.🧐 Thank you to Samantha LaDuc for taking the time to talk about it! $NVDA #AI #Coreweave

Nobody Special

284,572 просмотров • 2 лет назад

That’s not even the first time Messi is cheating on a free kick, he’s been doing it for years😭😭

That’s not even the first time Messi is cheating on a free kick, he’s been doing it for years😭😭

AB⚕

182,554 просмотров • 29 дней назад

Faber Takedown of CoreWeave $CRWV Clip Paraphrased: "How does this business model make any sense? Their capex spend and associated depreciation are unfathomably high - and to be the client favorite, they must buy the latest, greatest, and most expensive Nvidia $NVDA chips at every update (many of which are annually). Oh and they have special purposes entities a la Enron. Oh and their customer concentration is out of this world." $AMD $SMCI $VRT $DELL $TSM $SMH

Faber Takedown of CoreWeave $CRWV Clip Paraphrased: "How does this business model make any sense? Their capex spend and associated depreciation are unfathomably high - and to be the client favorite, they must buy the latest, greatest, and most expensive Nvidia $NVDA chips at every update (many of which are annually). Oh and they have special purposes entities a la Enron. Oh and their customer concentration is out of this world." $AMD $SMCI $VRT $DELL $TSM $SMH

Consensus Media

359,800 просмотров • 1 год назад

CoreWeave started as a crypto miner. Then they pivoted their GPUs into AI. $CRWV revenue went from $16M to $8B in 3 years. They sell ONE thing: compute. The thing AI literally cannot exist without. If you believe AGI is coming, you should own $CRWV. Leopold's already in.

CoreWeave started as a crypto miner. Then they pivoted their GPUs into AI. $CRWV revenue went from $16M to $8B in 3 years. They sell ONE thing: compute. The thing AI literally cannot exist without. If you believe AGI is coming, you should own $CRWV. Leopold's already in.

EllioTrades Clips

19,645 просмотров • 2 месяцев назад

Nvidia CEO Jensen Huang: There’s a belief that somehow if we provided American chips to foreign countries — and specifically China — that the Chinese military would be building their military, building airplanes and aircraft carriers using American chips. First of all, they have plenty of their own chips, and their companies are formidable. The idea that China does not have a technology industry — we now know — is lunacy. Source: TIME

Nvidia CEO Jensen Huang: There’s a belief that somehow if we provided American chips to foreign countries — and specifically China — that the Chinese military would be building their military, building airplanes and aircraft carriers using American chips. First of all, they have plenty of their own chips, and their companies are formidable. The idea that China does not have a technology industry — we now know — is lunacy. Source: TIME

Clash Report

62,118 просмотров • 6 месяцев назад

$Nvidia just invested $2 billion in CoreWeave yesterday. CoreWeave's entire business is renting out data centers packed with Nvidia GPUs. So Nvidia literally gave money to a company that EXISTS to buy Nvidia chips. Then promised to buy $6.3 billion of CoreWeave's unused capacity BACK. This is the most sophisticated circular financing scheme in tech history. Let me repeat that: Nvidia FUNDS CoreWeave → CoreWeave BUYS Nvidia chips → Nvidia BUYS BACK CoreWeave's unused capacity The money goes in a perfect circle. Nvidia → CoreWeave → Nvidia → CoreWeave → Nvidia Every transaction gets booked as "revenue" on both sides. But the cash just keeps rotating. In Bloomberg's own words: "circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble." Jensen Huang even went on CNBC after the announcement and accidentally admitted the truth: "We've invested $2 billion into CoreWeave, but the amount of funding that needs to be raised yet to support that five gigawatts is really quite significant. We're investing a small percentage of the amount that ultimately has to go and be provided." Translation: CoreWeave is underwater. The $2 billion is a fraction of what they actually need. CoreWeave has signed over $40 billion in contracts. $22.4 billion with OpenAI. $14.2 billion with Meta. $6.3 billion guaranteed purchase from Nvidia. But they don't have the capacity built yet. They're signing contracts for infrastructure that doesn't exist, funded by debt, backed by Nvidia's promise to buy unused capacity. And this goes deeper... CoreWeave started as a Bitcoin mining company called Atlantic Crypto in 2017. After the 2018 crypto crash, they "pivoted" to AI. Crypto crashes. AI booms. Former miners become "AI infrastructure experts" overnight. Now they're signing $40 billion contracts. Nvidia's play is obvious once you see it: Amazon, Google, and Microsoft are building their OWN AI chips. Trainium. TPU. Maia. So Nvidia's building a "shadow cloud" of smaller providers who are 100% dependent on Nvidia chips. Fund them. Lock them into contracts. Guarantee their purchases. When hyperscalers threaten to leave, Nvidia says "we don't need you, we have CoreWeave." It's vertical integration disguised as investment. But yesterday, something broke. CoreWeave's stock jumped 6% on the news. Bitcoin miners who pivoted to AI infrastructure? Crushed. CleanSpark, IREN, TeraWulf all down 10-15%. Because Nvidia just picked its winner. CoreWeave gets priority GPU access. Everyone else is irrelevant. The smart money already left. SoftBank sold its entire $5.8 billion Nvidia stake in November. CEO said he was "crying" to sell. Michael Burry has $1 billion in puts betting Nvidia crashes. Peter Thiel exited his position. They saw the circular financing and got out. Nvidia funds CoreWeave, CoreWeave buys Nvidia chips, Nvidia buys CoreWeave's capacity... This works as long as: 1. Nvidia keeps funding 2. CoreWeave keeps buying 3. Customers keep renting But the second ONE of those breaks, the whole loop collapses. If CoreWeave can't raise more capital, they can't build capacity. If they can't build capacity, they can't fulfill $40 billion in contracts. If they can't fulfill contracts, Meta and OpenAI walk. If customers walk, Nvidia's $6.3 billion capacity guarantee becomes a LIABILITY. This isn't about whether AI is real. AI IS real. This is about whether the infrastructure buildout is real or just financial engineering. Nvidia manufactures demand by funding customers who buy Nvidia products. Those customers sign contracts they can't fulfill without more funding. Nvidia guarantees to buy back unused capacity. Money circulates. Everyone books revenue. But NOBODY asks where actual demand is. This is either the most innovative infrastructure partnership in history, or the most sophisticated ponzi scheme since 2008. The next six months will tell us which.$

Nvidia just invested $2 billion in CoreWeave yesterday. CoreWeave's entire business is renting out data centers packed with Nvidia GPUs. So Nvidia literally gave money to a company that EXISTS to buy Nvidia chips. Then promised to buy $6.3 billion of CoreWeave's unused capacity BACK. This is the most sophisticated circular financing scheme in tech history. Let me repeat that: Nvidia FUNDS CoreWeave → CoreWeave BUYS Nvidia chips → Nvidia BUYS BACK CoreWeave's unused capacity The money goes in a perfect circle. Nvidia → CoreWeave → Nvidia → CoreWeave → Nvidia Every transaction gets booked as "revenue" on both sides. But the cash just keeps rotating. In Bloomberg's own words: "circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble." Jensen Huang even went on CNBC after the announcement and accidentally admitted the truth: "We've invested $2 billion into CoreWeave, but the amount of funding that needs to be raised yet to support that five gigawatts is really quite significant. We're investing a small percentage of the amount that ultimately has to go and be provided." Translation: CoreWeave is underwater. The $2 billion is a fraction of what they actually need. CoreWeave has signed over $40 billion in contracts. $22.4 billion with OpenAI. $14.2 billion with Meta. $6.3 billion guaranteed purchase from Nvidia. But they don't have the capacity built yet. They're signing contracts for infrastructure that doesn't exist, funded by debt, backed by Nvidia's promise to buy unused capacity. And this goes deeper... CoreWeave started as a Bitcoin mining company called Atlantic Crypto in 2017. After the 2018 crypto crash, they "pivoted" to AI. Crypto crashes. AI booms. Former miners become "AI infrastructure experts" overnight. Now they're signing $40 billion contracts. Nvidia's play is obvious once you see it: Amazon, Google, and Microsoft are building their OWN AI chips. Trainium. TPU. Maia. So Nvidia's building a "shadow cloud" of smaller providers who are 100% dependent on Nvidia chips. Fund them. Lock them into contracts. Guarantee their purchases. When hyperscalers threaten to leave, Nvidia says "we don't need you, we have CoreWeave." It's vertical integration disguised as investment. But yesterday, something broke. CoreWeave's stock jumped 6% on the news. Bitcoin miners who pivoted to AI infrastructure? Crushed. CleanSpark, IREN, TeraWulf all down 10-15%. Because Nvidia just picked its winner. CoreWeave gets priority GPU access. Everyone else is irrelevant. The smart money already left. SoftBank sold its entire $5.8 billion Nvidia stake in November. CEO said he was "crying" to sell. Michael Burry has $1 billion in puts betting Nvidia crashes. Peter Thiel exited his position. They saw the circular financing and got out. Nvidia funds CoreWeave, CoreWeave buys Nvidia chips, Nvidia buys CoreWeave's capacity... This works as long as: 1. Nvidia keeps funding 2. CoreWeave keeps buying 3. Customers keep renting But the second ONE of those breaks, the whole loop collapses. If CoreWeave can't raise more capital, they can't build capacity. If they can't build capacity, they can't fulfill $40 billion in contracts. If they can't fulfill contracts, Meta and OpenAI walk. If customers walk, Nvidia's $6.3 billion capacity guarantee becomes a LIABILITY. This isn't about whether AI is real. AI IS real. This is about whether the infrastructure buildout is real or just financial engineering. Nvidia manufactures demand by funding customers who buy Nvidia products. Those customers sign contracts they can't fulfill without more funding. Nvidia guarantees to buy back unused capacity. Money circulates. Everyone books revenue. But NOBODY asks where actual demand is. This is either the most innovative infrastructure partnership in history, or the most sophisticated ponzi scheme since 2008. The next six months will tell us which.

Ricardo

71,585 просмотров • 6 месяцев назад

Brad Gerstner Brad Gerstner discussing why CoreWeave $CRWV is the only neocloud position he likes.. Interesting to hear from someone who knows Jensen, Altman, Satya etc. very well.. "We were investors in CoreWeave when it was a private company. We've been investors, you know, as they entered the public market and it's pulled back here, we've added to our position. We're not adding to other neoclouds. We don't think other neoclouds are created equal. We think CoreWeave stands alone in terms of its performance, the software that it's build on top of the cloud, its execution capability, its strategic importance to Nvidia in terms of deploying Rubin, etcetera. So we think it makes a really interesting opportunity."

Brad Gerstner Brad Gerstner discussing why CoreWeave $CRWV is the only neocloud position he likes.. Interesting to hear from someone who knows Jensen, Altman, Satya etc. very well.. "We were investors in CoreWeave when it was a private company. We've been investors, you know, as they entered the public market and it's pulled back here, we've added to our position. We're not adding to other neoclouds. We don't think other neoclouds are created equal. We think CoreWeave stands alone in terms of its performance, the software that it's build on top of the cloud, its execution capability, its strategic importance to Nvidia in terms of deploying Rubin, etcetera. So we think it makes a really interesting opportunity."

Rittenhouse Research

194,556 просмотров • 6 месяцев назад

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"The players will say, ‘they probably have already said to you, 'We can fix this.’ …When? It's time. Some of them have been doing it for years. It's time." Todd McLellan is not sugar coating it for the Detroit Red Wings. The time is now. 👀

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Pam Bondi: They weaponized this government for four years. The weaponization has ended under Donald Trump... What they've been doing for four years is horrendous. It's ended, it's ended now. LoL! She actually believes she's not weaponizing the DOJ. Crazy!

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GB News

161,839 просмотров • 1 год назад

Jensen Huang recently sat down for an *incredible* hour-long interview at Columbia Business School. It covers topics such as the $NVDA founding story, how Jensen envisions the future of AI, why NVIDIA doesn't manufacture their own chips, and much more. Enjoy! (h/t Columbia Business School)

Jensen Huang recently sat down for an incredible hour-long interview at Columbia Business School. It covers topics such as the $NVDA founding story, how Jensen envisions the future of AI, why NVIDIA doesn't manufacture their own chips, and much more. Enjoy! (h/t Columbia Business School)

Quartr

237,370 просмотров • 2 лет назад

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My June advice: $SNDK (SanDisk) — Don’t buy $CRWV (CoreWeave) — Don’t buy $FUTU (Futu Holdings) — Don’t buy $INTC (Intel) — Buy at $99–$105 $NVDA (NVIDIA) — Buy at $210–$216 $MU (Micron Technology) — Buy at $990–$999 $MRVL (Marvell Technology) — Buy at $210–$218 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre.

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My June advice: $SNDK (SanDisk) — Don’t buy $CRWV (CoreWeave) — Don’t buy $FUTU (Futu Holdings) — Don’t buy $INTC (Intel) — Buy at $99–$105 $NVDA (NVIDIA) — Buy at $210–$216 $MU (Micron Technology) — Buy at $990–$999 $MRVL (Marvell Technology) — Buy at $210–$218 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre.

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460,380 просмотров • 2 месяцев назад

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Gunther Eagleman™

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