The “compute power” space has been a bit split recently. $SHAZ is currently trading at 54.63, down 4.61% over the past 24 hours. It briefly climbed to a high of 58.28 before being pushed back down to 53.32, with trading volume of only 1.8 million U.
This pullback in on-chain AI concepts is following the same rhythm as U.S. Treasury yields rising—long-duration assets get devalued, and the market first puts the most expensive growth stocks on hold to cool off their valuations. $SHAZ focuses on AI cloud compute and GPU infrastructure, which is a typical long-duration story and is highly sensitive to interest rates.
However, it just partnered with VAST Data to launch DataEnclave, putting cutting-edge AI models into customers’ self-controlled infrastructure, mainly targeting the Australian and Asia-Pacific markets. This “data does not leave the domain” approach directly addresses one of the compliance points that enterprises care about most when procuring AI. The decline is sentiment; the collaboration is the fundamentals—don’t mix the two lines.
$NVDA is extending its compute-supply-chain footprint into the Southern Hemisphere. The pace isn’t fast this time, but the direction is clear. The deployment of AI Factory across Asia-Pacific will take time, so it’s normal for the stock to consolidate at the current price level in the short term.
This pullback in on-chain AI concepts is following the same rhythm as U.S. Treasury yields rising—long-duration assets get devalued, and the market first puts the most expensive growth stocks on hold to cool off their valuations. $SHAZ focuses on AI cloud compute and GPU infrastructure, which is a typical long-duration story and is highly sensitive to interest rates.
However, it just partnered with VAST Data to launch DataEnclave, putting cutting-edge AI models into customers’ self-controlled infrastructure, mainly targeting the Australian and Asia-Pacific markets. This “data does not leave the domain” approach directly addresses one of the compliance points that enterprises care about most when procuring AI. The decline is sentiment; the collaboration is the fundamentals—don’t mix the two lines.
$NVDA is extending its compute-supply-chain footprint into the Southern Hemisphere. The pace isn’t fast this time, but the direction is clear. The deployment of AI Factory across Asia-Pacific will take time, so it’s normal for the stock to consolidate at the current price level in the short term.