Wall Street Journal reporting that Anthropic is on track to turn a profit much faster than OpenAI, saying Anthropic anticipates breaking even by 2028, while Open AI forecasts operating losses of $74 billion that year. Joining us now to discuss the outlook for the AI trade is Jack Hittery, CEO of AI and quantum software firm Sandbox AQ. Jack, it's good to have you.Is there any is any reason for for investors to rethink just sort of the the speed to profitability and the payoff around all this spending around ...

is the right way to think about a data center, utility lines, electrical lines 70, 80, 90 years ago when day one all you were doing is wiring the house for lights and then you hire wired the house for a dishwasher, a TV and everything else that goes with it and how do you think about that technology and what really is the advantage of that data center in 5 10 15 years with the power supply. I differentiate that with how you might finance a portfolio of chips GPUs that rapidly depreciate over three to five y ...

Mr. . Jensen, do you talk about selling chips to China. >> No, we were just mostly talking about enjoying each other's enjoying each other's company.>> Thank you. >> Will you be um selling techniques to China. >> Uh I don't know.I hope so someday. >> Okay. >> I hope so someday.I think it's really good for America and it's really good for China that Nvidia could uh participate in the Chinese market, >> but no decisions have been made and uh uh you know, we'll see how it turns out. I hope it turns out well. T ...

Market Bubble Concerns - A composite bubble indicator suggests a relatively high level of bubble activity in the market [1] - Bubbles are unlikely to burst unless monetary policy tightens, but current trends suggest easing rates are more probable [2] - The divergence in the economy, with weakening elements alongside bubble development, complicates monetary policy [4] - The current situation is reminiscent of market conditions before crashes in 1998-99 and 1927-28 [4] - The industry acknowledges significant risks, even if the exact timing of a potential bubble burst is uncertain [7] Unicorn Valuation and Financing - Unicorns may raise, for example, $100 million but be valued at $1 billion, creating a perception of wealth that isn't fully realized in cash transactions [5] - This inflated valuation can become its own form of "money" within the ecosystem [6] AI and Technology Risks - The rapid obsolescence of GPUs and the evolving landscape of data centers present risks in the AI sector [6]

isions. Our next guest says there is global momentum in developing sovereign artificial intelligence and not just borrowing it from hyperscalers. Paul Block is co-president a co-founder and president at DDN, a California-based data storage company.Paul, um, good morning. Great to have you with us. Thank you for joining us.>> Good morning, Juliana. Thanks for having me. >> Why does sovereign AI matter so much right now.And perhaps that's a silly question for those who are well acquainted um with the with AI ...

RT apewood (@apewoodx)even if monetary were flat i still think htf trend is up. a shift hawkish because inflation moves out of control would be negative.the bigger signal i think will be read through that the ai capex bubble is slowing (ie some signal in price that the market no longer gives it credence). but to me the sora launch and major lab focus on content and video is another major tailwind to this macro tailwind, the gpus will melt ...

Company Overview - The company provides a software layer that aggregates underlying physical infrastructure, including GPUs, to facilitate application development for training, inference, batch processing, and code execution [2] - The company positions itself as innovating in the software layer above the physical infrastructure, focusing on developer experience [5][11] - The company aims to be capital efficient by not owning the underlying physical infrastructure and running on top of existing clouds and neo-clouds [10][11] Funding and Investment - The company has raised over $80 million in additional funding, bringing the total to $111 million [6] - The funding will be used to hire engineers to build the platform and invest in sales and marketing [8] Market Opportunity and Customer Base - The company sees a massive market opportunity with exploding demand for its platform [8] - Customers include Medha, Lovable, Sue, Know Ramp, and Scale AI [2][12] - The company is seeing adoption from later-stage and enterprise companies moving research prototypes into production [7] - The company's customer base is primarily in the US, but is expanding globally [12][13] Technology and Infrastructure - The company's infrastructure is designed to support applications like generative media, large language models, and computational biotech [2][13] - The company's platform is used in various use cases, including curing cancer and weather forecasting [13] - The company differentiates itself from traditional infrastructure like AWS Lambda by building a new stack to support modern applications [3][4] Talent Acquisition - Finding talent to solve hard infrastructure problems is challenging [9]

Strategic Partnership - Microsoft signed a 5-year deal with Nebius worth $174 billion [1] - The deal focuses on powering Microsoft's AI projects with GPUs [1] - Nebius provides AI infrastructure, including pre-training, inference, and post-training capabilities [1][2] Nebius AI Studio - Nebius AI Studio supports open-source models for inference [2] - Nebius offers services like inference, Laura, and fine-tuning [2] - A promotional code "AI Studio 20" provides $20 in credits [2]

You're operating in a different level of of the curve, right. I think that's one way of putting it. But I do want to get your your reaction to that open air and video deal, because it's all of it that's happening in the market right now.Right. And thank you for having me. It's great to be back.It's both surprising and in scale, but not surprising that it's happening. Number one, I think we're undershooting or underestimating how much compute we need for not only training, but for inference that growth, that ...

just listening to the conversation that you were having uh prior uh about all of the spend that's taking place, the money from Coreeave, the money that's going on obviously was announced yesterday with with OpenAI and SoftBank and Oracle of which we're hugely proud to be a part of. the the demand curve still appears to be, you know, rather insatiable. And one of the key indicators we look around that uh Jim is that while chat GPT and these models are getting very good at solving things like the bar exam and ...