Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Joined March 2022
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Sam Altman told Samsung executives AI demand has been "double counted" amid neocloud bubble concerns.
He said only OpenAI and Anthropic drive major demand growth, warning of supply shocks and turbulence, but expects AI demand to surge long term.
Source: fnnews h/t @jukan05
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