돌비콩의 투자정복
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Cerebras secures $25B in orders amid AI chip supply crunch
Cerebras CEO: $25B backlog, wartime-scale AI buildout, inference speed is key
AI buildout hits wartime scale.
Cerebras holds a $25B backlog.
...
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Ethereum gains advantage as modular design turns layers into markets
Ethereum’s moat: modular design turns each layer into a market
Ethereum separates execution, settlement, data availability, and consensus. Any...
ARK인베스트는 OUSD가 수익배분에도 당분간 USDT의 유동성 해자 못 넘는다고 본다
ARK Invest: OUSD won’t displace USDT
Open USD draws 150 companies. ARK says USDT keeps the moat.
- 150 firms back OUSD. Moats aren’t...
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AI 생산 시대가 컴퓨트 소유권을 핵심 자산으로 만들고 시장은 크립토 인프라를 재평가한다
AI 2040: Compute ownership becomes the choke point. Crypto re-rated as ownership and payout rails.
US and China pause the superintelligence race,...
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Gavin Baker recommends AI investments in power, semiconductors, wafer capacity
Gavin Baker: The AI bubble debate is asking the wrong question
The issue isn’t valuations. It’s whether semiconductor investment has outrun...
