AI boom stumbles over white swan events
Shares in Nvidia and TSMC are falling and GPU landlords like $36 bln Coreweave are down far more. The declines mostly reflect known-knowns, like high neocloud leverage and potential rate hikes. But …
Shares in Nvidia and TSMC are falling and GPU landlords like $36 bln Coreweave are down far more. The declines mostly reflect known-knowns, like high neocloud leverage and potential rate hikes. But …