Cerebras shares plummeted 16% in after-hours trading following its earnings report; the path to challenging NVIDIA remains fraught with challenges.

An AI chip the size of a dinner plate, integrating trillions of transistors, is Cerebras’ core asset in challenging NVIDIA. The company is betting on reducing chip interconnects and lowering HBM costs, with plans to expand manufacturing capacity tenfold this year, but the market remains waiting for it to prove its commercial viability.

Golden10 Data11:45

Michael Burry Smells Trouble in the Market's Unusual Calm: 'Big Short' Fame Investor Has a 'Trick' to 'Avoid the Folly'

'The Big Short' investor Michael Burry Wednesday said the stock market's unusually long stretch without a broad-based selloff is a warning sign that a reversal could be building beneath the surface.

Benzinga10:29

The Crux of Jensen Huang's $500 Billion Gamble: Can Chips Overturn the Iron Law of Depreciation in Tech Products?

This bold wager involves securitizing receivables from AI chip leases to create a new class of financial assets. The core rationale is that chip demand, driven by the AI boom, will keep chip prices elevated for an extended period.

wallstreetcn10:23

Earning $100 Million This Year! It Pays More to Be a Top Influencer Than a Big Short

Michael Burry’s paid newsletter, “Cassandra Unchained,” has surpassed 300,000 subscribers in its first 231 days. Based on an annual subscription fee of $379, this implies a theoretical annual revenue of approximately $113.7 million. Meanwhile, the AI and semiconductor stocks he has shorted, including NVIDIA, Micron, and AMAT, have surged significantly this year, with Micron’s year-to-date gains reaching 697%, placing considerable pressure on his short positions.

wallstreetcn08:23

Industrial capital accelerates investment; institutions project vast growth potential for the physical AI market.

① According to reports, NVIDIA's official enterprise solutions account on Weibo recently published an article titled "How Open World Models Drive Frontier Developments in Physical AI" as part of its "Insights into Omniverse" series. ② Kaiyuan Securities stated that the market potential for physical AI is vast and promising.

cls.cn08:06

CoreWeave warns of difficulties if forced to abandon NVIDIA chips

CoreWeave has formally listed "de-NVIDIAization" as a risk in its regulatory filings for the first time, noting that shifting chip suppliers would incur substantial time and financial costs if customer demand pivots. The AI cloud computing provider, which is deeply tied to NVIDIA—with the latter holding approximately a 10% stake—is quietly preparing for significant supply chain disruptions. Meanwhile, a $104 billion order backlog drove its stock price up 19% in a single day, highlighting a juxtaposition of strong performance and underlying concerns.

wallstreetcn07:57