
Inflation and Tariff Watch, CoreWeave's IPO and AI, Lululemon Tumbles 3/28/25
Squawk on the Street
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Navigating Tariffs and Tech Dynamics
This chapter explores the intricate relationship between international business dynamics and tariffs, featuring insights from a Chinese executive. It also examines CoreWeave's transition from Bitcoin mining to hyperscaling, the increasing demand for data center infrastructure, and financing strategies employed by major tech firms. The discussion highlights the surge in GPU demand within the AI sector, alongside the market's fluctuating investor sentiments and technological advancements.
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