AI
The Collapse of the AI Hype Trade
Big promises have always been the lifeblood of Silicon Valley. Every new age, from the early internet boom to the social media revolutions, comes with the expectation that…
NVIDIA
Finance
Taiwan’s Biggest Foreign Stock Buying in 20 Years Has One Word Behind It: Compute
The trading screens at a brokerage close to Zhongxiao East Road lit green just after Taipei’s opening bell, something that traders there hadn’t seen in years. Orders from…
Investment
The Stock Market’s Most Crowded Trade , Mega-Cap AI
On Wednesday afternoon, the trading desk at a brokerage in Midtown Manhattan became abnormally quiet as the S&P 500 briefly touched 7,002. Green light glowed on screens. The…
Business
The Shadow Market for GPUs: Brokers, Markups, and Quiet Shortages
The lack of GPUs never truly went away. Its emphasis just changed. The antagonist was clear in 2021: bitcoin miners pursuing digital riches while storing graphics hardware in…