WS #15349
AI infrastructure demand remains robust, highlighted by AM Intelligence's $20B order for 20,000 Nvidia GPUs. However, execution risks are becoming visible, with reports of Meta 'mad-dashing' to fix AI bugs before launch and UBS finding AI chatbots favoring Walmart over Amazon. Strategy (MSTR) reported a $21B digital asset gain, reflecting the broader crypto-tech correlation.
AI Infrastructure & Tech Capex
AI infrastructure demand remains robust, highlighted by AM Intelligence's $20B order for 20,000 Nvidia GPUs. However, execution risks are becoming visible, with reports of Meta 'mad-dashing' to fix AI bugs before launch and UBS finding AI chatbots favoring Walmart over Amazon. Strategy (MSTR) reported a $21B digital asset gain, reflecting the broader crypto-tech correlation.