Hardware
Nvidia isn't eating the AI server price hike anymore. Microsoft and Google are
A memory chip shortage just forced Nvidia to do something it usually avoids: pass the bill straight to its biggest customers.
Ravi Malhotra · Aug 23 · 6 min
data-centers
3 articles · newest first
Hardware
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 · Aug 13 · 7 min
AI
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 · Aug 13 · 7 min