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AI data center infrastructure spending remains robust across physical layers including networking, cooling, and GPU cloud capacity. CoreWeave, Vertiv, and Arista show massive demand driven by AI clus…
Investors are expanding the AI trade beyond pure accelerator chips like Nvidia to connectivity suppliers like Astera Labs and Marvell. As AI clusters expand, demand surges for retimers, switches, and…
Robinhood's CIO expresses nervousness about Nvidia and the crowded AI trade, having trimmed tech exposure recently. She views the current pullback as healthy but signals potential for further correct…