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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT -- Ignore unavailable to you. Want to Upgrade?

To: zax who wrote (5325)	9/8/2025 11:10:23 PM
From: Elroy	Read Replies (1) \| Respond to of 5479

Surely you have some idea the absolute stupid amounts of money being thrown down on AI infrastructure right now. This is a gold rush, and AI infrastructure represents the mining tools of this rush. Well, in this gold rush I see NBIS as one of the buyers of the tools (the NVDA chips) as opposed to one of the sellers of the tools (NBIS sells computing services). NBIS is a tech capital equipment heavy entity. They spend and spend and spend and spend and spend, and with the announcement today NBIS has announced that they plan to increase their rate of spending. NBIS spends. NBIS (so far, at least) doesn't earn. Great news for NVDA, not so good for NBIS. But.....the market loves them!