Robinhood CIO Sees AI Theme Intact but Tempered by Debt and Rates
Robinhood CIO Stephanie Guild says Nvidia’s results support the AI theme but warns heavy borrowing and higher rates will limit future returns.
11 posts
Robinhood CIO Stephanie Guild says Nvidia’s results support the AI theme but warns heavy borrowing and higher rates will limit future returns.
Nvidia is partnering with Apollo, Blackstone, BlackRock and Brookfield to raise $500 billion for AI infrastructure financing.
Nvidia has raised GPU prices again by as much as 30 percent, extending the squeeze on personal computing costs driven by generative AI demand.
NVIDIA now ships AI servers whose liquid-cooling loops can run at 45 °C, lowering the electricity needed to remove heat from large clusters.
RLWRLD CEO Junghee Ryu discussed a Nvidia partnership to create DexBench, a benchmark for measuring humanoid robot hand performance on manipulation tasks.
Nvidia CEO Jensen Huang described the recent tech stock selloff as a buying opportunity because AI infrastructure spending has only started.
Cerebras Systems' shares surged 68% on Nasdaq debut, securing the year's largest IPO and a $67 billion valuation while making its CEO worth $3.2 billion.
US President Trump disclosed discussions with China's Xi on AI safety measures and Nvidia's H200 chips during a Beijing summit, spotlighting tech tensions between the superpowers.
The US has approved 10 Chinese companies to purchase NVIDIA's H200 AI chip amid President Trump's visit to China, potentially easing export restrictions on advanced tech.
A modder converts a $100 Nvidia Tesla V100 server GPU into a $200 PCIe card that excels in AI inference, outperforming some modern midrange options on efficiency.
NVIDIA enhances its Spectrum-X Ethernet fabric with MRC to meet the networking demands of gigascale AI factories, positioning it as an open alternative to proprietary systems.