📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: AI Infrastructure: The Trillion-Dollar Market Growing Behind the AI Revolution - $Applied Digital(APLD.US) $Hut 8 Mining(HUT.US) $IREN(IREN.US) $Nebius(NBIS.US)
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Anthropic signs a $35B AI compute deal with $NVIDIA(NVDA.US) backed Lambda.
$Hut 8 Mining(HUT.US) / DC, with Lambda / GPUs. Frontier model demand is rapidly outpacing the ecosystem's ability to build capacity.It also looks like Anthropic is securing more compute... Which neocloud/colo player is next? - C
FeaturedBarclays: Why Hyperscalers Are Defensive Growth
A report has been widely circulated over the weekend: a significant portion of the revenue cloud providers earn from AI is unrelated to GPUs.You can think of AI model companies as stores located withi...
Which hyperscaler do you prefer?Single choice14 voted in PollsPoll ended - C
Nvidia Earnings: From Chips to AI Factories, Market Lags Jensen Huang's Ascent.
🎁Nvidia Earnings Week – Trade & Win!（SGD Cash、Task coins...) ✨✨$NVIDIA(NVDA.US)is now a full-stack AI infrastructure platform: chips → systems → networks → CUDA → AI factories, plus upstream co-invest...
Trump Calls Huang Live, But NVDA Falls Anyway - P
Roundhill are launching Neocloud ETF today.
Top 5 holdings:1. $Nebius(NBIS.US) | 30.83%2. $Coreweave(CRWV.US) | 27.30%3. $IREN(IREN.US) | 7.72%4. $Hut 8 Mining(HUT.US) | 6.32%5. $Terawulf(WULF.US) | 4.97%Curious to see if this becomes as popular as $DRAM over the coming months! - H
$Hut 8 Mining(HUT.US) | Piper Sandler 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗛𝘂𝘁 𝟴 𝗠𝗶𝗻𝗶𝗻𝗴 𝗖𝗼𝗿𝗽., raises PT to $𝟭𝟰𝟯.𝟬𝟬 from $𝟭𝟮𝟳.𝟬𝟬
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$Hut 8 Mining(HUT.US) | Morgan Stanley 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐂𝐨𝐯𝐞𝐫𝐚𝐠𝐞 with 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐇𝐮𝐭 8 𝐌𝐢𝐧𝐢𝐧𝐠 𝐂𝐨𝐫𝐩., 𝐏𝐓 𝐭𝐨 $𝟐𝟔𝟑
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Strong close today. Some of the recent adds are working well: $Frequency Electronics(FEIM.US) $QQQ $Nebius(NBIS.US) $Hut 8 Mining(HUT.US) $SPY $NetApp(NTAP.US) $Sandisk(SNDK.US)
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$IREN(IREN.US) +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.
$Hut 8 Mining(HUT.US) +10.45% off a 15Y $9.8B AI DC lease$Cipher Digital(CIFR.US) +16.76%$CleanSpark(CLSK.US) +13.7%$Whitefiber(WYFI.US) +9.18%$Nebius(NBIS.US) and $Coreweave(CRWV.US) are taking their time in the shower.But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts. - A
Although price action has been a bit weak today, some very bullish datacenter/capex news over the past 24 hours...
- $IREN(IREN.US) signed $2.8B of deals with AI labs, bullish compute- Kimi K3 said over the weekend they are pausing subscriptions because of demand which seems to be entirely consumer and not enterprise yet, bullish compute- $Hut 8 Mining(HUT.US) got a 15-year $9.8B deal today, bullish compute- $Microsoft(MSFT.US) is expanding their partnership with $AMD(AMD.US) and buying more chips, bullish compute- The Information reported that $Alphabet(GOOGL.US) is developing a new chip to use in-house called Frozen V2, they will have to use many of the chip suppliers in the stack to build more chips, bullish compute The CapEx sentiment shift hasn't gone back to normal and Google earnings this week will be the first test to reaffirm the market's expectations of capex, but plenty of new deals and announcements that continue to be bullish on compute constraints and the trade associated with them overall.Source: amit
