Company News
Nvidia's $500 billion GPU bet: compute is the new asset
Imagine investing not in stocks or real estate, but raw computing power. Nvidia, alongside financial behemoths, is making that a reality.
·2 min·Intermediate
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Tuesday, September 15, 2026
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Cerebras: Renting Compute Power is Golden Business (but shares drop)
Imagine owning a gold mine that nobody wants to buy. That's a bit what's happening at Cerebras Systems, whose CEO is convinced he's on to a booming business.
·2 min·Beginner
Company News
AI: Meta Considers Renting Out Its Computing Power
The AI gold rush isn't just about algorithms, it's also about the shovels: computing power. And Meta, which has plenty of shovels, is thinking about renting some out.
·2 min·2·Beginner
Company News
SpaceX Becomes AI's Power Plant—and Musk Cashes In (Again)
While everyone's arguing about which AI is smarter, Musk figured out something simpler and way more profitable: whoever controls the servers runs the show. SpaceX just inked a multibillion-dollar deal to power up Reflection AI, meaning Elon isn't just playing with satellites anymore—he's become the gas station for the entire AI industry.
·1 min·Intermediate
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