CoreWeave is making compute spending commitments for AI, showing its participation in the AI infrastructure market.
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Why are stocks selling off? What’s going on with open source models? Comment “stocks” if you want my full r...
Jun 28, 2026
The reel discusses the current state of AI stocks, noting the rapid growth driven by AI demand and agents. It highlights the increasing focus on cost-efficiency and the rise of open-source models, which are becoming more competitive and cheaper than proprietary ones. Despite concerns about compute demand and potential overvaluation, the AI trade is not considered dead yet.
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AMD is making significant compute spending commitments for AI, indicating its growing role in the AI hardware sector.
Nvidia is making substantial compute spending commitments for AI, highlighting its importance in the AI hardware market.
Oracle is making substantial compute spending commitments for AI, positioning itself as a key provider in the AI infrastructure space.
Broadcom is a major player in AI compute spending commitments, indicating significant investment in the sector.
Amazon has shut down an internal leaderboard that tracked employee AI tool usage, suggesting a move to control or measure AI spending.
Meta Platforms plans to curb employee AI usage to manage skyrocketing AI costs, indicating a focus on cost optimization.
Walmart is limiting its AI tool usage for employees due to high demand and costs, aligning with other companies cutting back on AI spending.
Uber is capping employee AI spending after exceeding its budget, reflecting a broader trend of companies re-evaluating AI costs.
Microsoft is considering DeepSeek for enterprise AI, indicating a trend towards adopting open-source solutions.
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