1Mon·

Amazon Web Services
$AMZN (+0.26%) is in negotiations for a potential contract that would allow IBM
$IBM (-0.87%) access to Nvidia
$NVDA (+2.01%) GPUs via its cloud service service. The deal could be worth around 475 million dollars over a period of five years - Bloomberg.

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Just opened a short long position. A bit of a gamble on the figures.

Already consider it a write-off haha
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$NVDA of course. Hypervisors such as $AMZN $MSFT and $GOOGL will offer AI infrastructures in the cloud. Everyone benefits from this
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