Hut 8 is securing significant deals, including a 15-year lease for a large data center campus, indicating growing traction in the buildout phase.
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Most Hated Name Is Starting to Move
Sep 1, 2026
The creator discusses the current market state, highlighting Micron's performance and touching on Amazon, Google, and Meta. They delve into the need for compute power, emphasizing the increasing efficiency of GPUs and AI models, using Nvidia as an example. The video also covers OpenAI's growth, potential revenue, and Meta's new AI model, Muse, suggesting it's a positive signal for the company.
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Nvidia's GPUs, like the Vera Rubin and 72, are becoming more efficient, offering significant throughput improvements per megawatt.
Amazon is mentioned in the context of legal issues impacting the market.
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