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Elliott Investment Management 13F Shows Added Put Position In SPDR S&P 500 ETF With 7,200,000 Shares; Added Stake In XLU With 1,460,000 Shares; Added Call Position In Arm Holdings With 800,000 Shares; Added Call Position In Texas Instruments With...
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Arm Holdings (NASDAQ:ARM) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
ARM Holdings Options Trading: A Deep Dive Into Market Sentiment
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
Nvidia Stock Slips. SoftBank Deal Tells Us This About Its AI Chips.