WS #14235
Nvidia's $3B SB Energy investment and Chinese hedge funds rotating out of NVDA into hardware makers signal a shift in AI trade, with Anthropic's $2T IPO on the horizon. Meta faces a jury trial over child safety that could force fundamental changes to Instagram and Facebook, posing a significant risk to META.
AI Infrastructure Investment Shift
Nvidia's $3B SB Energy investment and Chinese hedge funds rotating out of NVDA into hardware makers signal a shift in AI trade, with Anthropic's $2T IPO on the horizon.
Meta faces a jury trial over child safety that could force fundamental changes to Instagram and Facebook, posing a significant risk to META.