Markets dipped as Powell warned policy remains restrictive, spotlighting inflation ahead. Nvidia surged on $100B AI investment, while Alibaba and Lithium Americas rallied on big deals.
AI infrastructure is transitioning into a phase where aspects like inference, power efficiency, and high-speed interconnects become more crucial than merely adding more..
However, does this solid operational performance warrant further growth from current levels? We believe there is limited upside potential from the current levels...