OpenAI and Oracle are betting big on America’s AI future
OpenAI and Oracle are bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence. The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week. Source: CNBC
$NVDA Nvidia is investing $100bn into OpenAI OpenAI can then buy chips from Nvidia.
OpenAI can then buy chips from Nvidia. And rent capacity from cloud providers who buy chips from Nvidia? Sounds a bit like the new circular AI economy... Source: Wasteland Capital
Is Silver a pure AI play?
Note how Silver has been moving in sync with Global X Artificial Intelligence ETF $AIQ... Source: The Market Ear
The AI flywheel ?
Source: Trend Spider
New research paper from OpenAI sheds light on user behavior by analyzing sample of 1.1M messages from active ChatGPT users between May 2024 to July 2025
Findings, summarized in visualization by MadeVisualDaily, shows ChatGPT’s core appeal is utility: helping users solve real-world problems, write better, and find information fast. Source: @VisualCap, Liz Ann Sonders @LizAnnSonders
While everyone is moving away from humans towards ai, hedge fund giant de shaw is doing the opposite and launching its first ever fund run by humans, not ai.
DE Shaw is raising as much as $5 Billion in its first Hedge Fund run by humans. The D.E. Shaw Cogence Fund will trade stocks and credit. Source: Bloomberg, Nishant Kumar @nishantkumar07, Gurgavin
AI is eating the world
The 109 AI stocks in the Goldman Sachs TMT AI Basket are now worth $29.2tn, almost as much as the annual economic output of the US. Source: HolgerZ, Bloomberg
Is AI seriously overbought?
$AIQ is the Global X Artificial Intelligence & Technology ETF. It is at the most overbought levels since July 2024...just before markets crashed. Source: TME, LSEG
