AI Boom Adds More Customers But Spending Remains Highly Concentrated: What It Means for Nvidia, CoreWeave
AI adoption is broadening, but Ramp data shows the top 10% of customers still drive nearly all model-serving and neocloud spending.
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EXCLUSIVE: Why AI Semiconductor Stocks Are a 'Dangerous Playground' For Investors
MarketVector’s Josh Kaplan calls AI semiconductor stocks a “dangerous playground” as investors rotate across an increasingly crowded trade.
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EXCLUSIVE: Nvidia Keeps AI Profits, TSMC May Want a Bigger Cut
Nvidia captures huge AI chip profits, but MarketVector’s Josh Kaplan sees foundries such as TSMC gaining a bigger share of the economics.