Jo Bhakdi
@JOBhakdi
I generate with $TSLA and AI stocks. Founder of and Thrive in Age of AGI. 🤖 🫡
加入 November 2011
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“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.
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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.
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