WS #14147
Holding: newest synthesis is 81d 4h old
Nvidia in talks to invest $3B in SB Energy for OpenAI data center, Anthropic IPO valuation based on $190-200B 2028 revenue forecast, and concerns over $70B phantom AI liabilities and memory chip shortage.
AI Infrastructure and Chip Supply
Nvidia in talks to invest $3B in SB Energy for OpenAI data center, Anthropic IPO valuation based on $190-200B 2028 revenue forecast, and concerns over $70B phantom AI liabilities and memory chip shortage.