ai
+11
Nov 16, 2025
•
12 min read
The GPU depreciation narrative collapses once you see what inference is doing to chip demand
amazon
+8
Nov 2, 2025
7 min read
Nvidia’s is engaging in classic realpolitik: fragment hyperscaler buyer power and elevate a loyal ally–CoreWeave–until it stands as a Great House in its own right.
