💻 AI hardware & infrastructure were the biggest beneficiaries of the AI boom with Microsoft, Amazon, Oracle, Google, Meta and others spending zillions.
With the rise of DeepSeek & other small models, questions are the following: 1) Will these giants maintain their spending forecasts? 2) How they justify it after DeepSeek release? 3) Will the perceived value move up the chain towards applications? Source: Deutsche Bank thru Ali Dhanji @DhanjiatRJ on X
Hedgefund Billionaire Steve Cohen just said:
“Our view is what happened with DeepSeek is actually bullish because it advances the move to artificial super-intelligence” - Bloomberg Source: Evan on X
Nvidia's market cap increased by $259 billion today after the stock rallied 9%, bouncing back from yesterday's record decline.
This was the 3rd largest single day increase in market cap for any US company (Nvidia already holds the #1/#2 spots). $NVDA Source: Charlie Bilello
DeepSeek has apparently spent over $500 million on $NVDA chips despite low-cost AI claim,
Source: SemiAnalysis via @FT
In the 1990 the wealth gap between the top 1% and the bottom 50% was $3 trillion.
Now the gap is $40 trillion. Source: Sven Henrich @NorthmanTrader
The most DRAMATIC energy chart you can ever see 👇
While the world debates about Artificial Intelligence and how quickly can put its flag on Mars, there are huge portions of Africa non even able to have electricity ⚡️More than 600 million of Africa people do not access to electricity. Source: Alexandro Blasi
So many tourists flying to Japan
(The weak yen helps). It is an extraordinary country to visit by the way. Source: The long view on X
One-Pager on The Intelligent Investor
Source: Daniel @MnkeDaniel on X
