Rothschild & Co
What changed, and what is the evidence.
ComputeGpuInference
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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Timeline
What changed, and what is the evidence.
Sep 21, 2026 · Post · posted
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Rothschild & Co: Overview of the AI infrastructure stack $NBIS $IREN $ORCL $META $GOOGL $AMZN $GOOG |
Breaking: CoreWeave is up 5.4% today $CRWV added ~$2,600,000,000 in market cap today Why it's moving: • Brought up its first Nvidia Vera Rubin NVL72 cluster. Non-GPU revenue already topped $400M annualized • Rothschild & Co Redburn… |