WS #14302

08:32→09:02 UTC

From 415 msgs · 5 key-dev

Nvidia's $105B backing for OpenAI's Ohio data center and Anthropic's $65B revenue run-rate reinforce AI capex, but ECB warns of a likely AI market correction.

AI infrastructure supercycle and market correction warnings

Nvidia's $105B backing for OpenAI's Ohio data center and Anthropic's $65B revenue run-rate reinforce AI capex, but ECB warns of a likely AI market correction.

Full world state #14302 →