Os dois gigantes coreanos investem pesadamente em chips HBM para IA - enquanto sinais de excesso de oferta se acumulam no DRAM padrão. Aposta estrutural ou erro de ciclo?
Jul 1, 2026 at 09:39 7 8
Três sinais em 24 horas sobre semicondutores de IA - Marvell +5 bilhões de dólares em guidance, Micron supera Nvidia em indicador-chave, Coherent reposiciona na deflação compute. O sell-off tech de junho dá lugar a uma seletividade brutal.
Jun 28, 2026 at 15:39 9 8
CoreWeave assina contrato de armazenamento multi-exaoctetos com a Backblaze no valor de 355 milhões de dólares. Em um mercado onde a Argentum AI acaba de garantir 4,1 bilhões de dólares para 27.000 GPU GB300, a verticalização se torna a resposta estratégica às tensões de liquidez – e aos hyperscalers. [ENCADRE titre="Contexto do mercado"] [ENCADRE contenu="A competição por recursos de IA está intensificando as pressões sobre a cadeia de suprimentos, forçando empresas a adotarem modelos verticalizados para garantir acesso prioritário a hardware e infraestrutura crítica."]
Jun 25, 2026 at 03:01 10 10
O Nasdaq-100 perdeu mais de 3% em uma única sessão, arrastado pela Nvidia, AMD e Micron. A correção global da tecnologia se consolida: mecanismos de repricing, rotação para o value e posicionamento para o próximo movimento.
Jun 24, 2026 at 18:35 9 8
In the AI compute value chain, CoreWeave outsources its storage infrastructure to Backblaze for $355M. A deal that reveals how specialized GPU cloud stacks are built outside hyperscalers.
Jun 24, 2026 at 18:35 8 8
Argentum AI secures a $4.1 billion contract with an anonymous client to deploy 27,000 Nvidia GB300 GPUs. A deal that repositions specialized AI cloud players against hyperscalers and intensifies compute market consolidation.
Jun 24, 2026 at 10:00 12 8
Nvidia GPUs under embargo are trading at more than double their official price on China's gray markets-proof that Chinese AI demand far outstrips legal supply, and that sanctions create a scarcity market as much as they curb it.
Jun 24, 2026 at 10:00 10 8
Nasdaq-100 -8.4% since the June 16 peak, Nvidia -12%, AMD -9%, Micron -11% over the week. This is not an ordinary technical correction: it's the brutal repricing of long-duration assets under the effect of Warsh rates, amplified by disappointment over the short-term ROI of AI capex.
Jun 24, 2026 at 10:00 11 6
A specialized cloud GPU provider signs one of the largest publicly disclosed AI infrastructure contracts-and the client's anonymity may be the real strategic insight.
Jun 23, 2026 at 21:45 5 4
Nvidia is drawing attention to GPUs. Marvell is quietly capturing AI growth through interconnects and custom ASICs for hyperscalers. A niche positioning with high operational leverage-and still undervalued by the market.
Jun 23, 2026 at 04:29 8 5
CoreWeave's growth is real-and so is its liquidity problem. The latest report confirms that GPU infrastructure for AI is being financed at a cost of capital that threatens margins as scale increases.
Jun 23, 2026 at 04:28 9 5
The GPU-cloud platform favored by large language models is experiencing a "liquidity shock," revealing a structural tension in AI infrastructure: scale ≠ solvency.
Jun 23, 2026 at 02:45 6 5
