Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down the state of the AI infrastructure race as fresh earnings from Nebius (NBIS), CoreWeave(CRWV), and Super Micro Computer (SMCI) signal that demand for AI computing power remains red-hot. The results are giving investors fresh confidence in the AI trade and helping ease concerns that the boom could be heading toward bubble territory.
source & further reading
ca.finance.yahoo.com — original article
La Caisse earns 5.1% return in first half of year, net assets total $552B
Your Twitch stream could now be used to train Amazon’s AI models. 👀
Alberta’s AI data centre gamble: Big investment or local burden?