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Nvidia Engages In Twitter War With Michael Burry…ers. The AI data centers are indeed being utilized. OpenAI, Anthropic, and other AI startups are currently consuming all the compute capacity the data center operators can provide.…
How to play Nvidia CEO Jensen Huang's 5 layers of AI, why you might want to consider changing banks…s that you are already seeing. If you look at the coding uh Anthropic has emerged to be the the best coding platform and and and their uh proliferation in the enterprise is very hi…
Dan Ives Breaks Down Big Tech, AI, and Chip Wars Heading Into 2026…ally in teto in the winners. uh two key names still private anthropic open AAI um I I think that one of the narratives has been maybe for some proxies you look to Microsoft you loo…
The Trump, Fed, & Housing Reset of 2026…d offering circulars. Investments come with risk. But look, Anthropic taps IPO lawyer as it's race uh as it races OpenAI to go public. So, you've got Anthropic tapping a law firm a…
Michael Burry's $1 Billion Nvidia Death Bet (Why He's Shorting The AI Bubble)…11월 3일, 2008년 주택시장 붕괴를 예측했던 마이클 버리가 엔비디아와 팔란티어를 상대로 11억 달러 규모의 베팅을 했다는 사실이 드러났습니다. 그의 헤지펀드 사이언 자산운용은 9월 30일 기준으로 people목가치 합계 11억 달러에 달하는 약세 풋옵션을 보유하고 있다고 공개했습니다. 잠깐 생각해 보십시오. 이 Person은 아무…
CNBC & Jensen Huang Today On NVIDIA Stock, Physical AI, Synopsys Deal - NVDA Update…e should now add to the mix and not just perplexity against anthropic? Exactly. If you think of all the companies you just mentioned and the percentage of R&D they invest in automa…
Breaking Down Michael Burry’s Big Nvidia Short Thesis… are losing money. So, um there there are companies like um Anthropic, but mainly OpenAI that are just losing a lot of money on the compute that they're buying from the hyperscaler…
No One Understands What Cathie Wood Just Said…'s set aside the pure play, right? You've made the case for anthropic. You've made the case for Open AI. You've made the case, right, for some of the well-known pure plays. Does i…
(슬라이드)댄 아이브스(Dan Ives) : AI 군비 경쟁 심화와 빅테크 주식 심층 분석 (블룸버그 25.11.27)…uly powerful . Think about it. The fact that a company like Anthropic, which builds cutting-edge AI models, uses Google chips in large quantities is tantamount to the market offici…
The AI Bubble: Why Tech Stocks Could Crash 50% (SAM ALTMAN Urgent Warning)… more data. It's a flywheel. The early leaders like OpenAI, Anthropic, Google, and Microsoft may create moes that are impossible to breach. Being second in AI might mean being now…
Sam Altman’s Warning About Google, Musk’s $1B+ Lawsuit Against OpenAI, AI in Travel | Nov 21, 2025… we see that that gap between OpenAI and other players like Anthropic and Google has definitely narrowed. Um, and I think from what we hear from developers and founders, it does fe…
'Off The Charts' Sales | Nvidia CEO Jensen Huang Exclusive Interview (Full Exclusive Interview)…y model. And today, yesterday, we announced a big news with Anthropic. And so now the premier frontier models open I. Anthropic essay I. Gemini. All the open sources, biological mo…
Squawk Pod: Ray Dalio, bubble fears, & Nvidia’s beat - 11/20/25 | Audio Only…d back in October at GTC will quote grow. Saudi Arabia and Anthropic both added a net new demand. So that's not included in that original 500 billion that was announced. Blackwell…
FULL REMARKS | Elon Musk And Nvidia's Jensen Huang Discuss AI And Furture Of Technology | N18G…ch is agentic AI. this is Grock and this is open AI this is anthropic you know this is Gemini agentic AI sits on top of that but don't you know don't forget to think about what is …
Nvidia Earnings JUST Brutalized Michael Burry [Say a prayer!!!]…ns, big supporters. Uh we've got uh they talked about their anthropic partnership. Uh they talked about uh Steam. Oh, not Steam. I misspelled that. Stream. Steam breaking 42 milli…
Alswaha x Elon Musk x Jensen Huang: Huge AI Reveals…ich is agentic AI this is grock and this is open AI this is anthropic you know this is Gemini agentic AI sits on top of that but don't you know don't forget to think about what is …
Tesla's Elon Musk and Nvidia's Jensen Huang talk AI at U.S.-Saudi Investment Forum — 11/19/25…ich is agentic AI this is grock and this is open AI this is anthropic you know this is Gemini agentic AI sits on top of that but don't you know don't forget to think about what is …
DIRECTO: ELON MUSK Y JENSEN HUANG DEBATEN SOBRE IA Y EL FUTURO DE LA TECNOLOGÍA…h is agentic AI. This is Grok, and this is OpenAI, this is Anthropic, you know, this is Gemini. Agentic AI sits on top of that. But don't, you know, don't forget to think about wh…
Elon Musk & NVIDIA CEO Make Huge Announcement…ich is agentic AI this is grock and this is open AI this is anthropic you know this is Gemini agentic AI sits on top of that but don't forget to think about what is happening under…
buy…uh new bond subscription. Today, you had an Azure uh and an anthropic announcement. Like, these are big investments that are still going on. And in fairness, they are being driven …
Squawk Pod: AMD's Lisa Su on AI chips & Shaun White's Snow League - 11/12/25 | Audio Only…e you know I call it the the AI native leaders like open AI anthropic others and what the underlying foundation is the same they all need computing now relative to you know your yo…
AMD CEO Lisa Su: “We See a Trillion-Dollar AI Opportunity by 2030”… you know, I call it the the AI native leaders like OpenAI, Anthropic, others. And what the underlying foundation is the same. They all need computing. Now, relative to, you know,…
Michael Burry: El Crash del Nasdaq es Inminente…이 표가 그 문제를 아주 잘 보여줍니다. 큰 기업들은 재무제표에서 하드웨어의 추정 수 people을 늘려 잡았습니다. 그렇다면 이것으로 무엇을 얻을 수 있을까요? 우리는 진짜 기술 혁 people을 마주하고 있는 걸까요, 아니면 이 시대 최대의 투기 거품을 보고 있는 걸까요? 데이터를 보면서 이해해 보겠습니다. AI 투자에 대해 주변에 물어…
WHY Michael Burry JUST Bet $1.1 Billion Against AI (REALITY)…마이클 버리가 커리어에서 가장 공격적인 베팅을 했습니다. 이번에는 주택이나 은행이 아니라, 인공지능 분야에서 가장 뜨거운 두 Stock을 겨냥했습니다. 2008년 폭락을 예측해 7억 달러를 번 Person이, 포트폴리오의 80%에 해당하는 11억 달러 규모의 people목 가치로 엔비디아와 팔란티어가 곧 무너질 것이라는 page에 걸었습니다. 거…
"SHUTDOWN CHAOS: The Real Pain Is About to Begin” - Cathie Wood…in the private world, the large language models, OpenAI and Anthropic, xAI. Gemini is Google, so that's in the public markets. Those are Those are very obvious. What we're seeing t…
Crap | This is BAD.…pect that liquidity can keep booming. I mean, look at this. Anthropic projects 70 billion in revenue, 17 billion in cash flow in 28. Dude, people are pulling numbers out of their …
Sam Altman Loses Cool During Interview Reveals OpenAI's Real Revenue & Responds to Critics…샘 올트먼 CEO가 비판자들을 향해 정면으로 반박했습니다. 오픈AI가 현금을 번 것보다 빨리 태우고 있다는 목소리에 대해 그는 자신 있게 받아쳤습니다. 이것은 Simple히 돈의 문제가 아닙니다. 세계에서 가장 중요한 AI 기업이 미래를 만들 만큼 살아남을 수 있는지, 아니면 자신의 야망의 무게에 무너질지가 걸린 문제입니다. …
Exposed: Sam Altman and The $1T OpenAI Scandal…'s none other than Dario Amod, currently founder and CEO of Anthropic. And you're probably wondering what the hell he was doing there. We'll get into that. Um, thirdly, Meera told…
Dan Ives dismisses AI bubble talk, sees years of growth ahead…d it's a great point because of course like from Open AI to Anthropic Anduril and others. Look and I think that's all you know that potentially is on the horizon as we get 2026 20…
Squawk Pod: Goldman Sachs CEO David Solomon & Pershing Square’s Bill Ackman - 10/21/25 | Audio Only…. The fight began last week when one of the co-founders of Anthropic published an essay in which he laid out his feelings about more powerful AI systems. Now, responding to that w…