In the long run (which in the AI world is probably ~1 year) this is very good for Nvidia, very good for the hyperscalers, and very good for anyone building AI applications.
The only thing it's not good for is the idea that OpenAI and/or Anthropic will eventually become profitable companies with market caps that exceed Apple's by orders of magnitude. Oh no, anyway.
The only thing it's not good for is the idea that OpenAI and/or Anthropic will eventually become profitable companies with market caps that exceed Apple's by orders of magnitude. Oh no, anyway.