Sunday, September 28, 2025

Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (The Information)

The Information:
Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs  —  Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia's Jensen Huang.



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Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands (The Information)

The Information : Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researc...