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Shanu Mathew — sniff.trade

Shanu Mathew

1 episodes · 2 trades · 1 speakers

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@ShanuMathew93

1mo

Meta has contracted ~1.6 GW of AI capacity from Crusoe across two sites (Childress TX, …

IDEAS · 2

METALONGMeta's 1.6 GW AI data center contract signals accelerating compute buildout, expanding the moat for its AI ambitions$563.57-1.59%›NVD

NVDALONGMeta's 1.6 GW AI data center buildout implies enormous GPU orders, reinforcing Nvidia as the dominant compute supplier$201.96-5.30%›