DELL/long
Dell AI Factory now 4,000+ enterprises and 'running rampant,' with accelerated depreciation juicing buildouts
It's happening in 4,000 enterprises where we've building these these Dell AI factories.
Peak+173.2%
All-In episode 6 produced seven routed trades: Anthropic, OpenAI, broad software downside, Cheniere LNG, Google, Meta litigation downside, and SpaceX.
originalIt's happening in 4,000 enterprises where we've building these these Dell AI factories.
They're going to make Gemini free for life for the best models. That's my prediction for Google. And I think Meta will be right behind them... Right now, 80% of their revenue comes from $20 subscriptions. That's going to get decimated to zero.
I think the pair trade is to to bet against every it's chat GPT versus the world, and I think the world wins two-thirds.
the progression of our business in that area sort of gone from like two billion to 10 billion to 25 billion to this year it'll be like 50 billion. So, so tremendous growth... we just see, uh, a lot more demand than supply.
you've got XAI, which I think is the best at current events because of the integration with X and also Elon seems to be able to scale his data center, his training cluster the fastest... That portends good things for Grock 5. It's going to be trained on the largest cluster of Blackwells.