CNBC, Oct 23, from GTC Berlin: Jensen Huang told the network that neocloud dem… · @AIInvestHK · TwKit

@AIInvestHK

CNBC, Oct 23, from GTC Berlin: Jensen Huang told the network that neocloud demand is off the charts, while capital demand is running ahead of what is available. Same piece notes $CRWV closed down about 10% and $NBIS about 7% on the conference final day amid borrow worries for AI compute lessors. On stage he put a 1 GW data center near $50 billion. Next tell for the AI infra stack around $NVDA is whether working-capital lines loosen before the next funding wave, not just whether GPUs stay scarce.

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