Jo Bhakdi
@JOBhakdi
I generate with $TSLA and AI stocks. Founder of and Thrive in Age of AGI. 🤖 🫡
가입 November 2011
1K 팔로잉 중 39.7K 팬
“Lower GPU pricing” is a risk to the AI trade , says Rothschild Redburn.
Sure - the problem is that HIGHER GPU pricing is a much greater risk if current trends continue. And all indicators point towards that.
더 보기
Rothschild Redburn comes out bearish on AI compute initiating Sell ratings on both $NBIS and $CRWV questioning whether AI compute “unit economics” can hold.
Its bear case is that lower GPU pricing, more in-house capacity and expensive financing eventually compress returns.
더 보기
