In all honesty, at this moment of time, you have to look at the beneficiaries of the AI buildout not the hyperscalers. The hyperscalers are cash machines building for the future so they are using their cash flows to invest.
C
☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Bets $250B on OpenAI as Oil Tumbles Toward $90
A blockbuster weekend for the AI trade. Nvidia (NVDA) is in talks to backstop about $250B of financing for an OpenAI mega data-centre and took a roughly 4.5% stake in Korea's NAVER, which jumped aroun...