Sam Badawi (@Sam_Badawi)
@Sam_Badawi
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$MSFT previewed its in-house Cobalt 200 chip at Build, underscoring the company’s push to optimize AI and cloud workloads with custom silicon.
$NVDA CEO Jensen Huang also joined the conference via livestream, highlighting the deep partnership between Microsoft and Nvidia in the AI infrastructure race.
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Throwback to when $NVDA CEO Jensen Huang said investing in $SPCX, Anthropic, and OpenAI today was similar to buying $AMZN, $GOOGL, or $META more than a decade ago.
Now he's calling $MRVL a "$1T opportunity," highlighting how the AI infrastructure buildout extends far beyond GPUs alone.
His point was that entirely new platform companies are being created in front of us.
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$CRBS is planning on going public on Thursday, per WSJ. Estimated to open at $115-125 per share making it a $26.5B valuation.
How are we feeling about this? My guess is it opens at $180.
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