Redpoint(@Redpoint):Some AI infrastructure buyers are placing multi million dollar orders without knowing the final price. @ericabrescia went on Bloomberg's "The Close" with Romaine Bostick, CFA to talk about Super Micro and the state of the AI infrastructure market. She covers: ◾️ The real logic behind Nvidia's $500 billion financing push ◾️ The shift in how companies are actually using AI models day to day that's changing the cost equation ◾️ Why @poolsideai's new open weight model release is a preview of where AI costs are headed next

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Redpoint@Redpoint

2026.08.12 17:41

Some AI infrastructure buyers are placing multi million dollar orders without knowing the final price. @ericabrescia went on Bloomberg's "The Close" with Romaine Bostick, CFA to talk about Super Micro and the state of the AI infrastructure market. She covers: ◾️ The real logic behind Nvidia's $500 billion financing push ◾️ The shift in how companies are actually using AI models day to day that's changing the cost equation ◾️ Why @poolsideai's new open weight model release is a preview of where AI costs are headed next