DanielRomero

Cloud giants are hoarding $NVDA GPUs for their own AI products and biggest enterprise customers, leaving smaller AI startups with worse access and higher prices
The situation is becoming a structural compute squeeze:
GPU rental prices are rising sharply. H100 one-year contract pricing reportedly moved from around $1.70/hour in October 2025 to $2.35/hour in March 2026, a nearly 40% increase
Microsoft is reportedly forcing customers who want Blackwell GPUs to commit to at least 1,000 chips for one year, meaning contracts can easily reach tens of millions of dollars. Smaller startups simply canno

If the GPU/CPU ratio flips for AI agents, $AMD could have an $NVDA moment, and not enough people understand how important that is

$AMD is preparing a major EPYC platform reset with new SP7 and SP8 sockets for future server CPUs
256 cores, 16-channel DDR5, 128 PCIe 6.0 lanes, around 1.6 TB/s memory bandwidth, and a new dual I/O die design
This is a huge jump versus today’s EPYC Turin platform, especially on memory bandwidth, which matters a lot for AI inference, dense CPU workloads, and feeding accelerators
SP8 looks like the more efficient mid-tier platform, with up to 128 Zen 6c cores or 96 Zen 6 cores, lower power, and likely better economics for less extreme server deployments
Venice, based on Zen 6, is expected aroun

What’s the next $SIVE?
Let’s compile some ideas

$EOSE would make so much sense if they’re able to post a decent Q2. I’m skipping Q1 since we already have preliminary results
US manufacturing and the broader energy storage theme are incredibly strong right now

There’s only one nuclear fusion play that went public this year, and the market didn’t care one bit about it, not even retail

TrendForce sees the optical module market growing 57.6% in 2026 to $26B

Bullish on $NBIS
$IREN is recovering nicely as well

$KTOS should probably invest in a PowerPoint designer
I get the slogan, but the image is important

$AMD's new Ryzen 9 9950X3D2 is already the 10th best-selling CPU on Amazon, despite its $899 price tag
Intel’s best-performing CPU on the list is only around 17th place, showing that AMD still has much stronger momentum in the gaming CPU market

Can anyone pitch me $NUAI?
One of the few data center stocks I don’t follow
$416M market cap, and from what I could see, they’ve raised a lot of cash
What’s their edge exactly?

$OUST announced BlueCity deployments at 30+ additional intersections in greater Atlanta, including near Mercedes-Benz Stadium, ahead of the 2026 FIFA World Cup
The system integrates with GDOT traffic controllers and uses 3D lidar plus AI perception to improve signal timing, road user safety, and real time V2X alerts
OUST says BlueCity now has 700+ contracted site deployments, including large scale projects in Utah, Chattanooga, and Nashville

由於嚴重短缺，CPU 價格再次上漲
$AMD $INTC $ARM $TSMC $NVDA
行業消息人士表示，自 2026 年 3 月以來，價格已經上漲：
▶️ 消費者 CPU：上漲 5% 至 10%
▶️ 伺服器 CPU：上漲 10% 至 20%
供應鏈消息人士稱，第三季度可能會有另一輪漲價
主要原因包括：
▸ AI 伺服器需求爆炸性增長
▸ 先進節點產能過於緊張，供應無法跟上
$INTC 已於 3 月提高 PC CPU 價格，4 月 1 日調整伺服器 CPU 價格，市場預計下半年將再增加 8% 至 10%
$AMD 計劃在第二季度和第三季度各進行一次伺服器 CPU 價格調整，總漲幅約為 16% 至 17%
短缺與台積電的 3nm 產能有關，因為英特爾、AMD 甚至 NVIDIA 即將推出的 Vera CPU 都使用先進製程節點，並競爭相同的晶圓產能
預計 CPU 供應在 2026 年和 2027 年仍將非常緊張，只要 AI 基礎設施持續擴展，且先進製程與封裝瓶頸未解決，CPU 價格可能會持續上漲