NVIDIA buys 10% of Nebius for $4B: A signal of insane AI compute shortage?

The author analyzes NVIDIA's purchase of 10% of Nebius, BlackRock and MGX investing $5B in Aligned Data Centers, Moonshot raising at a $50B valuation, TSMC planning a 10% price hike by 2027, and Google releasing three new AI models. The conclusion: AI compute demand is overwhelming supply. The author shares their strategy of buying on dips and waiting for hyperscaler earnings to confirm the trend.

• Nvidia
• AI infrastructure
• semiconductors
• Nebius
• market trends