ai bubble

2 articles · newest first

Rows of GPU servers in a data center, the hardware behind the AI rental price surge

AI stocks just crashed 40-60% — nobody told the people actually renting GPUs

Nvidia's trading at its cheapest valuation in a decade. Meanwhile the price of renting a GPU by the hour nearly doubled. Both are true at once.

Ravi Malhotra · 1h ago · 7 min

Nvidia CEO Jensen Huang speaking on stage at a company keynote

nvidia just promised wall street its chips won't lose value — that's a bet, not a fact

six of the biggest names in finance just agreed to lend against Nvidia's GPUs. Nvidia is personally covering the loss if those chips turn out to be worth less than expected.

Lena Fischer · 2h ago · 7 min