$202.94
24h
-4.40%
16 Jul, 14:06
NVDA as real money maker in AI war
Bullish-2.81%
AI Summary
The author argues that NVDA and TSMC are the real winners profiting from the AI race while AI labs burn cash and borrow money, expressing skepticism about AI lab IPOs.
According to MT Newswires: Anthropic is negotiating billions of dollars in credit lines with banks to pave the way for an IPO. This hasn't been confirmed yet, but the matter itself is worth pondering—top AI labs are burning cash to the point where equity can no longer sustain them, and they are starting to take on debt; OpenAI pulled the same move long ago. VC ammunition is exhausted, banks are stepping in to provide financing, and once the IPO lands, the bill will be conveniently handed to global retail investors. In this AI war, the ones actually pocketing real money are NVDA and TSMC, while the labs are all fighting with borrowed money. When they finally ring the bell, will you rush to subscribe to the IPO, or will you hold your breath for those left holding the bag?