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Anthropic's 35 billion with Nvidia-backed lambda sparked concerns over "circular financing" once again, with primary concerns over capital flowing within the few top companies, and the overpromise and expectations that they will definitely do well without financial concerns. This could get rather problematic if and when, one of the companies in the circular financing starts getting into trouble with major technical pullback or face financial security concerns.

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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Anthropic's $35B Cloud Deal Has Nvidia's Fingerprints

Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's...

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