Jobs Paradox, Nvidia's $12.9B Power Play, and the AI Power Crisis
About this episode
Strong jobs data spooks markets as Fed rate-hike odds climb, Nvidia acquires Hugging Face for $12.93B raising antitrust concerns, Vertiv buys Utility Innovation Group for up to $2.6B to solve AI's power bottleneck
Chapters
Sources & Citations
X (KobeissiLetter)
x.com
U.S. Indexes Are Dropping After a Strong Jobs Report. Is the Labor Market a Problem for the Stock Market?
www.investopedia.com
Why Good Jobs Data Can Spook the Stock Market
www.currentmarketvaluation.com
The S&P 500 Wiped Out $1.4 Trillion in Market Cap After Red-Hot Jobs Report. Here’s Why
finance.yahoo.com
Nvidia Confirms It Will Buy Hugging Face for $12.9 Billion | TechCrunch
techcrunch.com
Nvidia Buys Hugging Face in $12.9 Billion Deal | The New York Times
www.nytimes.com
NVIDIA to Acquire Hugging Face | NVIDIA Official Blog
blogs.nvidia.com
Nvidia's Hugging Face Acquisition Is Logical, Ambitious, and Headed Straight Into a Minefield | PCMag
www.pcmag.com
Vertiv Investor Relations Press Release
investors.vertiv.com
Vertiv Is Putting $1.45 Billion Down for AI Power. Nearly Half the Price Is Contingent. | The Motley Fool
www.fool.com
Vertiv to buy Utility Innovation Group for up to $2.6 billion in data center push | Reuters
www.reuters.com
Vertiv Acquires Microgrid Company UtilityInnovation | Data Center Dynamics
www.datacenterdynamics.com