IRENIRENIREN Limited
$27.07
24h
+6.65%
Daniel RomeroDaniel Romero
26 Oct, 08:09

Bullish on AI compute demand driving stock upside

Bullish+8.67%

AI Summary

Author highlights surging GPU rental pricing and consecutive price increases for Blackwell chips, presenting a bullish thesis for AI compute and data center infrastructure stocks.

Gavin Baker Believes Demand Will Solve Neocloud Financing Issues "An open-source model, DeepSeek, said that they are monetizing at $38 per GPU hour. Last time I checked, I hadn't heard of anybody renting GPUs anywhere near that high. So maybe this explains why Blackwell prices have been up 17 days in a row." Jensen Huang: "Yeah." $NBIS $IREN $CRWV

More Views About IREN