Kevin Xu

Wootton Wawen Railway Station

Founder and Writer at Interconnected

Building/Investing @ Interconnected Capital; Writing @interconnect_ed; ex. GitHub, PingCAP, Obama White House/Commerce Dept; hockey fan

Articles

NVIDIA: Made in America (by Taiwan)

1 week ago | interconnected.blog | Kevin Xu

NVIDIA made a major announcement in its efforts to onshore advanced chip manufacturing to the US this week, by leading (demanding?) its ecosystem of partners to produce its Blackwell products in Texas and Arizona.
($) This Time is NOT like Covid

2 weeks ago | interconnected.blog | Kevin Xu

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CoreWeave vs Nebius

1 month ago | interconnected.blog | Kevin Xu

This post is a collaboration with Howe Wang, who writes the ProcureFYI substack which is one of the best sources of alt data when it comes to US government procurement contracts and data center construction. I highly recommend his work!Nvidia GTC wrapped up last week. CoreWeave’s IPO will price and start trading later this week. The generative AI industry is quickly moving from a “hopes and dreams” phase to a “rubber meets the road” phase.
An Ordinary Analogy to Understand Pre-Training, Test-Time Compute, Inference

1 month ago | interconnected.blog | Kevin Xu

Ever since OpenAI released its o1 model last September (only 7 months ago!), the AI world has been progressing at a feverish pace into the reasoning model paradigm. The pace has been fast and furious, and so has the volume of the noise obscuring the signals, as jargon flies everywhere. I have struggled with it myself (and won’t blame my newborn on this one), and see others struggle with it, too. The one thing I took away from having gone to law school years ago is reasoning by analogy.
($) Manus vs Gemini vs GPT: the Junior Stock Analyst

1 month ago | interconnected.blog | Kevin Xu

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Has American Soft Power Peaked?

1 month ago | interconnected.blog | Kevin Xu

Three seemingly unrelated recent events might have marked the peak of American soft power: DeepSeek’s open source week, the Oval Office meltdown between Presidents Trump and Zelensky, and TSMC’s $100 billion additional investment commitment to the US of A. How so? Let’s start with the most recent one: TSMC.
($) Alibaba Cloud: No Longer Ignored

1 month ago | interconnected.blog | Kevin Xu

In “Nebius Part 1: the Smooth (Developer) Operator”, I shared my point of view on why Nebius is the most compelling pure-play AI neocloud with its smooth developer experience, its history, and the pros and cons of its Yandex and Russian roots. In this
Nebius Part 2: Cash, Optionalities, Challenges

2 months ago | interconnected.blog | Kevin Xu

In “Nebius Part 1: the Smooth (Developer) Operator”, I shared my point of view on why Nebius is the most compelling pure-play AI neocloud with its smooth developer experience, its history, and the pros and cons of its Yandex and Russian roots. In this Part 2 installment, I explore the other, even more intriguing elements of this company – its cash position, its other divisions and optionalities, and the immense challenges it is facing in this crowded market.
Nebius Part 1: the Smooth (Developer) Operator

2 months ago | interconnected.blog | Kevin Xu

Last Friday, Wall Street “discovered” Nebius. It was revealed in Nvidia’s latest 13F filing as one of its newest investees, along with WeRide, a Chinese self-driving company. I put “discovered” in quotes because for those of us paying attention, this “mystery” has been in the public for three months. In early December, Nebius announced Nvidia’s investment into the company along with the storied Silicon Valley VC firm, Accel, for $700 million. It was a deal priced at $21 per share.
Nebius Part 2: Cash, Optionalities, Challenges

2 months ago | interconnect.substack.com | Kevin Xu

In “Nebius Part 1: the Smooth (Developer) Operator”, I shared my point of view on why Nebius is the most compelling pure-play AI neocloud with its smooth developer experience, its history, and the pros and cons of its Yandex and Russian roots. In this Part 2 installment, I explore the other, even more intriguing elements of this company – its cash position, its other divisions and optionalities, and the immense challenges it is facing in this crowded market.

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Kevin Xu @kevinsxu

22 Apr 25

RT @TheTranscript_: $AMZN AWS VP of Global Data Centers on speculations of AWS going on pause on certain Colo deals: "This is routine capa…

Kevin Xu @kevinsxu

21 Apr 25

RT @WangUWS: Another thing looking at the return of GPU is - @CoreWeave Delayed Draw Term Loan (DDTL) Facility is used to finance CAPEX n…

Kevin Xu @kevinsxu

21 Apr 25

As all these trade negotiations unfold, keep in mind: every foreign policy decision (like trade agreement) must be politically defensible domestically, regardless of your form of government That's why there is 0 chance that any country of any size would simply give in to