Chinese AI lab Moonshot (Kimi) is reportedly in talks to rent clusters of 8,000+ Blackwell GPUs from European neoclouds, per CNBC
Top AI stories on X (last 24h)
Major AI stories from public posts on X about the 61 stocks we track — Tesla, NVIDIA and the rest of the roster. Ranked by importance; near-duplicate posts are merged and credited to the best source. Each story links to the original post on X.
Ranked stories by importance · updated Nov 5, 3:29 PM ET · last 24h
Nvidia reportedly approached Apollo about building small AI data centers inside old telephone buildings across the U.S., per The Information
Post says Microsoft may move away from neoclouds over deployment delays and contract power directly with landlords instead
Robotaxi unsupervised miles near 2 million (8x in one quarter) while vehicle profits stay under pressure
Lisa Su says AMD expects data-center revenue to more than double this year, with 100%+ growth again next year