WS #13982
Nvidia raises $500B for AI infrastructure, Anthropic targets $2T IPO, but Michael Burry adds to AI shorts (NBIS, MU, ORCL, SOXX) and Cisco drops 4.5% premarket, signaling potential AI bubble concerns.
AI capex and valuation concerns
Nvidia raises $500B for AI infrastructure, Anthropic targets $2T IPO, but Michael Burry adds to AI shorts (NBIS, MU, ORCL, SOXX) and Cisco drops 4.5% premarket, signaling potential AI bubble concerns.