$IREN , $NBIS , $CRWV : Nvidia Temporary CEO Against Neoclouds? Sorting out the FUD.
On first glance this might seem bad, but a few key facts here:
1. She's temporary and they will get a real CEO soon. No way she she's accepted by the Taiwanese supply chain bosses if she and Jensen had beef. She's not going to last more than 6 months if she tries to become permanent.
2. IREN, NBIS, CRWV don't need any more Nvidia funding. Actually IREN built that they have today without any Nvidia funding besides those warrants which aren't even used yet.
3. With all the hyperscalers ramping up their ASICs at full force, Neoclouds are more important to Nvidia than ever.
4. The Neoclouds that get actually get impacted are Nscale, Firmus, and low quality Neoclouds that are a waste of money for Nvidia anyways. Will clean up the ecosystem and prevent the low quality Neoclouds from idling GPUs.
On first glance this might seem bad, but a few key facts here:
1. She's temporary and they will get a real CEO soon. No way she she's accepted by the Taiwanese supply chain bosses if she and Jensen had beef. She's not going to last more than 6 months if she tries to become permanent.
2. IREN, NBIS, CRWV don't need any more Nvidia funding. Actually IREN built that they have today without any Nvidia funding besides those warrants which aren't even used yet.
3. With all the hyperscalers ramping up their ASICs at full force, Neoclouds are more important to Nvidia than ever.
4. The Neoclouds that get actually get impacted are Nscale, Firmus, and low quality Neoclouds that are a waste of money for Nvidia anyways. Will clean up the ecosystem and prevent the low quality Neoclouds from idling GPUs.