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Frank Downing — sniff.trade

Frank Downing

1 episodes · 3 trades · 1 speakers

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@downingARK

2mo

The Economics Of A Gigawatt

IDEAS · 3

MSFTLONGAI data center economics are stronger than feared; hyperscalers earn cloud-like margins on gigawatt-scale GPU infrastructure.$468.60+21.41%›CRW

CRWVLONGNeocloud GPU rental demand is surging with agentic AI, allowing CoreWeave to reach traditional cloud-like operating margins at scale.$72.59-38.50%›NVD

NVDALONGNvidia's GB200 delivers 3x better token throughput per watt than the H100, making it the scarce bottleneck asset in a $700B+ capex buildout.$202.18-3.54%›