$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
The Economist cover page this week
Peak AI spending growth???
