NVIDIA's PE has plummeted since the launch of ChatGPT! Wall Street exclaims: it may replicate Apple's myth of 2008.

① With NVIDIA's stock price further declining by over 5% on "Black Monday", a set of highly watched NVIDIA valuation Indicators has now fallen to levels seen before the release of ChatGPT; ② Ben Reitzes, Managing Director of Melius Research, pointed out that there is currently a valuation mismatch with NVIDIA.

cls.cn20minutes ago

12 billion dollars! OpenAI has invested in Coreweave and signed a five-year Server contract.

OpenAI has reached a partnership agreement valued at nearly 12 billion dollars with the Cloud Computing Service provider CoreWeave, and plans to take an equity stake in the company. CoreWeave will provide computing power for OpenAI. OpenAI will also acquire equity in CoreWeave worth 0.35 billion dollars at the time of its IPO.

wallstreetcn29minutes ago

CoreWeave Signs $11.9B 5-year Deal With OpenAI to Provide Infrastructure

Seeking Alpha38minutes ago

OpenAI leverages Microsoft's Cloud Computing Service "younger brother," with a $11.9 billion L leading to various speculations in the market.

① OpenAI has reached a five-year agreement worth 11.9 billion USD with the Cloud Computing Service provider CoreWeave; ② By 2024, CoreWeave will have 32 Datacenters, installing over 0.25 million NVIDIA GPUs, with Microsoft being its main customer, accounting for 62% of revenue in 2024; ③ The Trade is a win-win for both parties but also reflects the delicate situation between OpenAI and Microsoft.

cls.cn39minutes ago

OpenAI Secures Near-$12 Billion CoreWeave Deal, Taking Stake In Cloud Firm Ahead Of $35 Billion IPO To Reportedly Reduce Microsoft Dependence

Benzinga12:32

Nvidia, Meta Platforms, Oracle, Palantir, And Tesla: 5 Trending Stocks Amid Monday's Market Meltdown

Benzinga11:20