NVIDIA’s Extraterrestrial Announcement
If NVIDIA hits the scale Jensen Huang is signaling, we’re no longer talking about incremental growth in data center...
Nick Rokke
Senior Analyst
Latest from Nick Rokke - Page 2
The Iran Oil Shock: Why Market Fear May Be Setting Up the Next Rally
Over the past week, the conflict with Iran has escalated dramatically. And the most critical chokepoint in the global...
Earnings Reveal the Real Strength Behind the AI Economy
Earnings season is in full swing…
The Great Reindustrialization: How AI Is Rebuilding America
Up until now, AI developers have been able to squeeze their workloads into existing infrastructure. That era is over.
OpenAI’s $115 Billion Cash Burn Is Just the Beginning
OpenAI’s $115 billion cash burn isn’t just an OpenAI story…
Earnings Season Update: The Untold Winners of the AI Spending Wave
As well as a quick update on earnings season, I want to share one overlooked segment of the AI...
