“this intense demand for compute is going to continue for at least another twelve months”
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Observable demand for GPU/compute from hyperscalers remains elevated through September 2027
Aaron Katz predicts the US will advance further in the 2030 World Cup than in previous tournaments.
Aaron Katz predicts ClickHouse will reach $1 billion ARR before December 2027.
Harry Stebbings predicts ClickHouse will reach $1 billion ARR by February 28, 2028.
Anthropic will remain profitable despite rapid growth due to inability to spend down gross margins fast enough.
NVIDIA will acquire Hugging Face for approximately $12.9 billion
David Moorhead predicts the next couple of years will have good tailwinds for Baylor's endowment returns.
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