Anthropic has just signed a $35 billion cloud computing deal backed by Nvidia—this AI arms race is fully ramped up. Money isn’t the problem; the real question is whether there’s enough compute power to keep burning. Big tech is going all-in on stockpiling GPUs, and Nvidia is raking in profits, but how long can the AI narrative stay strong depends on when real applications will truly start running. Near-term sentiment is positive—don’t chase the highs.

$AI #Anthropic #Nvidia