unusual_whales(@unusual_whales):The AI boom is increasingly running on circular money, and it’s reminding some investors of 2008, per Bloomberg. Chipmakers and cloud giants invest in or lend to AI companies, which then use that money to buy chips and computing power from the very same companies. Recent examples: - Broadcom, $AVGO, agreed to lend Anthropic up to $42 billion to buy chips and computing hardware - Nvidia, $NVDA, has put more than $40 billion into AI companies this year, including $30 billion in OpenAI.

unusual_whales

@unusual_whales

API Free trial: Discord: Market news, trading tools Real-time option flow, screeners, GEX Custom alerts & more NFA

加入 November 2019

2.4K 正在关注 5.4M 粉丝

unusual_whales@unusual_whales

6hours ago

The AI boom is increasingly running on circular money, and it’s reminding some investors of 2008, per Bloomberg. Chipmakers and cloud giants invest in or lend to AI companies, which then use that money to buy chips and computing power from the very same companies. Recent examples: - Broadcom, $AVGO, agreed to lend Anthropic up to $42 billion to buy chips and computing hardware - Nvidia, $NVDA, has put more than $40 billion into AI companies this year, including $30 billion in OpenAI.

显示更多

157

转发到社区

热门用户