Adrian Hernandez @adrianhernr3
Cyber and AI engineer and researcher. Tech and crypto investing. mlearninglab.com Madrid Joined April 2023-
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BREAKING: Oracle stock, $ORCL, extends its decline to -6% on the day on reports that the company lost $100 million from rentals of Nvidia chips in the most recent quarter.
Today, we’re announcing a multi-year, multi generation strategic partnership with @OpenAI that puts AMD compute at the center of the global AI infrastructure buildout. ✅ 6GW of AI infrastructure ✅ Initial 1GW deployment of AMD Instinct MI450 series GPU capacity beginning 2H…
$NBIS just hit a new all-time high after Bloomberg revealed more details on its deal with Microsoft: - Access to >100,000 NVIDIA GB300 GPUs - Includes using $NBIS' data centers to run large language models - Microsoft investing $33B in neoclouds (Nebius, CoreWeave, Nscale,…
$EH DBS Initiated a buy rating with a target price of $28 on EHang according to tipranks. tipranks.com/news/blurbs/db…
NIO Group delivered 34,749 vehicles in September, a 64% YoY increase, setting a new all-time high. By brand: NIO delivered 13,728 units, ONVO 15,246 units, and Firefly 5,775 units. As of the end of September, NIO Group’s cumulative deliveries reached 872,785 vehicles, including…
$NBIS investors, you're not ready for this one! 🚀 Over the last few weeks, I made many bold statements about which big enterprise clients Nebius will win. Let's get specific: which ones are most likely, why, and how big they could be! First of all, let me introduce an…
Sarfatti Investment Research (Via Seeking Alpha) just initiated coverage today on $NBIS with a STRONG BUY and a PRICE TARGET of $240 per share They cited comprehensive ecosystem and neocloud leadership, saying they “strongly believe that Nebius has the potential to become a…
JUST IN: Citigroup has raised its forecast for AI infrastructure spending by tech giants to over $2.8T through 2029, up from $2.3T previously. $NBIS $CRWV $IREN $AMZN $MSFT $GOOGL $ORCL $META $NVDA $AMD $AVGO Hyperscalers' AI capex is now expected to hit $490B by 2026, vs.…
$CRWV - COREWEAVE INKS $14 BILLION META DEAL TO SUPPLY COMPUTING POWER
China EV registrations for week ending Sept 28: Nio Inc 10,800, Tesla 19,300, Xiaomi 11,000 The Nio main brand recorded 5,200 insurance registrations last week, with Onvo at 3,800 and Firefly at 1,800. cnev.co/H3rAs9n 👇
In this webinar, you’ll see how NVIDIA BioNeMo, together with Nebius scalable cloud infrastructure, can reduce time and cost by accelerating model training, streamlining inference and powering complex computational biology workloads.
🎉 Nebius has earned NVIDIA Exemplar Cloud Status: nebius.com/blog/posts/ach… Validated performance. No compromise. #AI #NVIDIAExemplar #MLInfra
🚀 Global Debut – October 13! 🌟 VT35 by EHang – next-generation long-range pilotless passenger eVTOL. 💥 Breaking limits | ✈️ Redefining travel | ❤️ Inspiring excitement #EHang #VT35 #UrbanAirMobility #FutureOfFlight #eVTOL
🚨JUST IN: $NBIS Chief Revenue Officer: "What’s ahead of us is dramatically greater than what we have already reported and shown."
This is huge news for #Ehang $EH and for Saudi Arabia gulfnews.com/business/aviat…
JUST IN: Northland raised its Price Target on $NBIS from $77 to $206 and keeps an Outperform rating 🟢 After $NBIS announced on September 8 a $17.4B deal with Microsoft to deliver dedicated capacity from its new data center in New Jersey, Northland noted that "simplistically"…
Friendly reminder: $NBIS will announce two new greenfield data centers in the U.S. soon, each with the capacity to deliver hundreds of MW in 2026.
Nvidia has announced a $100 billion dollar investment in OpenAI. Janet Mui of RBC Brewin Dolphin told Reuters that shows there is 'insatiable demand for computing power' but the profits from AI may be concentrated in a tiny handful of companies reut.rs/46xVHTJ
The AI Revolution is WAY bigger than you think: The Nvidia-OpenAI deal is colossal, and its implications will be widespread. Nvidia investing up to $100 billion in OpenAI entirely for one reason: MORE compute. The goal is to build and deploy at least 10 gigawatts of Nvidia…

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