Nvidia's $50B Texas Data Center: A Levered Bet on Superhuman Execution
Fifty billion dollars. Thirty thousand GPUs under one roof. One Texas locatio...
NVIDIA related articles
Fifty billion dollars. Thirty thousand GPUs under one roof. One Texas locatio...
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Last week, CoreWeave raised $1.1 billion in debt. The AI cloud provider...
I watched the ticker hit another all-time high yesterday. NVDA up 4.2% on no...
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SK Hynix Chairman Choi Tae-won just declared that AI memory demand will 'neve...
Last week, Power Integrations (PI) quietly published a reference design for a...
I don’t trade narratives. I trade structural shifts. Over the past six months...
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Hook: Cerebras Systems claims a $25 billion backlog. The block confirms what...
Jim Cramer said it again. 'Everything still revolves around Nvidia.' Then he...
Everyone thinks AI drug discovery is about curing disease. The data tells a...
We didn’t see the wick coming. July 7, 2025. US pre-market. AI chip stocks...
I remember sitting in a coffee shop in 2017, hunched over my Ethereum...
The data is unambiguous: Nvidia’s next-generation rack systems have slipped...
Fear
Market Sentiment
Block reward reduced to 3.125 BTC
92 million ARB released
Circulating supply increases by about 2%
Block reward halving event
Team and early investor shares released
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
Improves data availability sampling efficiency
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