I looked into CoreWeave and the abyss gazed back

SF Compute: Commoditizing Compute to solve the GPU Bubble forever

Selling GPUs to avoid bankruptcy, empowering researchers with short term clusters, and why CoreWeave is maybe a real estate business

"AI" centralization

So it seems like NVIDIA has agreed to buy Hugging Face. NVIDIA is the company building most of the chips used in “AI” data centers and Hugging face runs probably the biggest repository for data sets and open weight “AI” models in the world (Hugging Face also offers inference but not at relevant rates and […]

High-Priced Chips in Warehouses: Nvidia’s Big Con?

Nvidia is reaping record profits from AI chip demand, while the data center boom drives up computer prices for households and businesses.

Advancing AI Infrastructure for Agentic AI with NVIDIA DOCA In-Silicon Security | NVIDIA Technical Blog

The AI era is driving a new class of infrastructure: AI factories that transform data into intelligence for autonomous AI agents operating at unprecedented scale. Powered by accelerated computing…

The AI Industry Is Losing

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s

NVIDIA DGX Station for Windows Puts a Trillion-Parameter AI Supercomputer on Every Enterprise Desk

News Summary: NVIDIA announces DGX Station for Windows — the world’s most powerful deskside AI supercomputer for developing and running agents on Windows — built on the NVIDIA GB300 Grace Blackwell Ultra Desktop Superchip, coming in Q4 this year. DGX Station brings frontier AI agents to Windows — enabling enterprise developers, researchers, engineers, designers and data scientists to build and deploy AI across the workflows and applications their business runs on. DGX Station will support NVIDIA OpenShell on Windows, built on new Windows security and containment primitives. TAIPEI, Taiwan, June 01, 2026 (GLOBE NEWSWIRE) - NVIDIA GTC Taipei - NVIDIA today announced NVIDIA DGX Station™ for Windows , the world’s most powerful deskside AI supercomputer designed to build, run and connect always-on AI agents to Windows applications and workflows, capable of running frontier AI models of up to 1 trillion parameters locally. Historically, heavy-duty enterprise AI workloads —

AI Is Too Expensive

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s

Alibaba Creates AI Chip To Help China Fill Nvidia Void - Slashdot

Alibaba, China's largest cloud-computing company, has developed a domestically manufactured, versatile inference chip to fill the gap left by U.S. restrictions on Nvidia's sales in China. The Wall Street Journal reports: Previous cloud-computing chips developed by Alibaba have mostly been designed ...

Wasmer: Universal compute. Built for AI

Run your apps in lightweight WebAssembly sandboxes: locally or on our cloud. Deploy and scale apps and AI agents on Wasmer Edge. Start for free.

NVIDIA Shatters MoE AI Performance Records With a Massive 10x Leap on GB200 'Blackwell' NVL72 Servers, Fueled by Co-Design Breakthroughs

Scaling performance on MoE AI models is one of the industry constraints, but it appears that NVIDIA has managed to make a breakthrough.

Investors dump data centre bonds as AI borrowers face ‘Darwin moment’

Debt issued by AI infrastructure providers and neocloud companies such as CoreWeave has sunk to increasingly stressed levels

Rohan Paul on Twitter / X

Google is trying to win AI by making compute cheap, not by beating Nvidia on raw speed.Nvidia sells GPUs to clouds with a big 70%+ margin that sits on top of manufacturing and R&D cost and raises cloud prices.Google builds TPUs for itself at near manufacturing cost, adds no… https://t.co/aSgWRf0HY7 pic.twitter.com/T3Fzc6czwg— Rohan Paul (@rohanpaul_ai) November 25, 2025

AI Is Slowing Down

If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s

Yep, you are living in a Nvidia-led tech bubble

So many signs point to investors forgetting the basic principles of investing to chase hot AI stocks.