NVIDIA CEO Succession Buzz: Huang Exit Odds, Haas Floated, CoreWeave $4B, IREN GB300
Hello everyone! Today i want to share some ai trading ideas with you!
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If I had to put money on which external candidate could become next $NVIDIA(NVDA)$ CEO then it would be $ARM Holdings(ARM)$ CEO Rene Haas.
He spent 7 years at Nvidia and understands Jensen’s culture and what makes him interesting is that Nvidia’s Grace and Vera CPUs run on Arm architecture so while he missed rise of NVLink, Mellanox and rack-scale AI he understands CPU side of Nvidia’s platform better than almost anyone else on the outside.
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$CoreWeave, Inc.(CRWV)$ reportedly plans to raise at least $4B through a high-grade loan.
The timing of this announcement with Jensen potentially getting ousted at $NVIDIA(NVDA)$ is honestly hilarious.
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Market odds of Jensen Huang leaving $NVIDIA(NVDA)$ as CEO before 2028 just surged to 64% following reports of a second alleged affair.
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The New York Times reports Jensen Huang allegedly had another affair, this time with $NVIDIA(NVDA)$ VP of Healthcare Kimberly Powell citing five people who worked at the company.
The two were reportedly seen being affectionate at a hotel during Nvidia's March conference.
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$IREN Ltd(IREN)$ says it took just 14 months to bring Horizon 1 from initial construction to $NVIDIA(NVDA)$ Exemplar Cloud-tested GB300 cluster beating industrY benchmark by 22%.
And with three more 50MW deployments for $Medifirst Solutions Inc.(MFST)$ to follow this is where having complete control over design, engineering and construction is so huge.
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