Daniel Koss(@daniel_koss):Jensen is building his answer to TPUs and Trainium. The closed labs keep moving more of their compute onto custom chips. Open-weight models run on Nvidia, on any cloud. Now he's in talks to buy Reflection, which already has a $1B+ compute deal with Nebius. The more AI runs on open models, the more of it runs on Nvidia GPUs, and a big share of that on neoclouds. $NVDA $NBIS

Daniel Koss

@daniel_koss

AI infrastructure investor & trader. 2026 YTD: +248%.

가입 March 2013

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Daniel Koss@daniel_koss

2026.10.11 17:00

Jensen is building his answer to TPUs and Trainium. The closed labs keep moving more of their compute onto custom chips. Open-weight models run on Nvidia, on any cloud. Now he's in talks to buy Reflection, which already has a $1B+ compute deal with Nebius. The more AI runs on open models, the more of it runs on Nvidia GPUs, and a big share of that on neoclouds. $NVDA $NBIS