@wayne_nelmz · Long NVDA

Incredible times. The @nvidia moat is unstoppable.

BREAKING: Anthropic has signed a $35 billion cloud deal backed by Nvidia $NVDA, per WSJ. Anthropic will pay Nvidia-backed cloud provider Lambda for compute. Lambda will use a data center developed by Hut 8 $HUT to provide compute, who also recently signed an agreement with

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Since the call—

#118 of 214 rankedThe analyst's rank today

High · 0.98Confidence

Tue, Sep 1Tweeted

Wed, Sep 2 closeCounted from

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Oct 1

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#561

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#99

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#118

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