$TRUMP
$XAU
#FedRateWatch #BitcoinReboundsTo$79K #ZamaOpens16ConfidentialMorphoVaults #BitcoinSpotETFsNetInflow$160M #RussianCentralBankFlagsCryptoAsFinancialRisk Overpriced sales of AI chips: No slowdown in GPU units
The wave of selling in the market for AI-dedicated semiconductor chips, which was triggered by an article by Anthropic CEO Dario Amodei about a slowdown in developing AI capabilities, reflects a misreading of the true message. There is no evidence in the supply chain indicating any decline in demand for devices, according to KC Rajkumar, an analyst at Lynx Equities Strategies.
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Nvidia (NASDAQ: NVDA), the primary supplier of GPU processing units dedicated to training AI and the most direct expression of investment in AI infrastructure, is at the center of this debate, amid investors’ questions about whether Amodei’s public call for a deliberate development of AI signals an imminent drop in computing demand.
$XAU
#FedRateWatch #BitcoinReboundsTo$79K #ZamaOpens16ConfidentialMorphoVaults #BitcoinSpotETFsNetInflow$160M #RussianCentralBankFlagsCryptoAsFinancialRisk Overpriced sales of AI chips: No slowdown in GPU units
The wave of selling in the market for AI-dedicated semiconductor chips, which was triggered by an article by Anthropic CEO Dario Amodei about a slowdown in developing AI capabilities, reflects a misreading of the true message. There is no evidence in the supply chain indicating any decline in demand for devices, according to KC Rajkumar, an analyst at Lynx Equities Strategies.
!
Nvidia (NASDAQ: NVDA), the primary supplier of GPU processing units dedicated to training AI and the most direct expression of investment in AI infrastructure, is at the center of this debate, amid investors’ questions about whether Amodei’s public call for a deliberate development of AI signals an imminent drop in computing demand.
