Porter Stansberry Brings Jeff Bezos’ 2004 Transportation Machine Analogy Into CRWV Debate — Michael Burry Weighs In
Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.
IBM Makes Massive OpenAI Push, Plans Thousands-Strong AI Practice Weeks After CEO Admitted It ‘Did Not Move Quickly Enough’
IBM Consulting will integrate OpenAI’s frontier models and products into its AI platform while launching a dedicated OpenAI Practice with thousands of consultants and engineers.
Mark Zuckerberg Warns Against AI Power Concentration As META Launches Muse Glimmer — ‘No Such Thing As A Singular Benevolent Superintelligence’
Zuckerberg argued that putting powerful AI tools in the hands of individuals will not only drive innovation and economic growth but could also serve as a safeguard against the risks posed by concentrated AI power.
Apollo's Torsten Slok Says AI Capex Is Growing Nearly Twice As Fast As The Housing Boom — Warns It Can 'Unwind At A Similar Pace'
In a note on Thursday, Slok said consensus forecasts imply hyperscaler capital expenditures will reach about 3% of U.S. Gross Domestic Product annually between 2027 and 2029, up from 0.3% in 2019 and 1.4% in 2025.
CRWV’s Deep NVDA Integration Makes It A Go-To Choice, Says Morningstar — Analysts Say META's Planned Cloud Move Reinforces AI Compute Boom
Morningstar argued that Meta's reported plans to sell excess AI computing capacity reinforce the persistent supply-demand imbalance of AI infrastructure rather than signal a weakening market.
Bet on These ETFs as Microsoft's Shares Jump Post Q4 Earnings Beat
Microsoft's shares surge after a fiscal Q4 earnings beat. See why ETFs with significant MSFT exposure may offer diversified access to its AI and cloud growth.
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NVDA, AVGO’s AI Backstops Have One Analyst Worried — Michael Burry Says There’s A Reason Nvidia’s 5Y CDS Are Going ‘Parabolic’
During an interview with CNBC, Wolfe Research analyst Chris Caso expressed concern that this backstop strategy creates liabilities that leave him “less comfortable.”