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Birdie_OKX
The test for AI capital spending is whether demand can stand on its own.
Reuters reports Nvidia is in talks to anchor Anthropic's IPO with up to $10B; terms remain under discussion. With Anthropic already committed to Azure compute using Nvidia chips, my read is that a stake would deepen alignment, while making independent customer demand a more important test of the economics.
#NvidiaAnthropicIPO10B
