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Slushie Capital news
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How Far Can AI Trading Go Amid the Anti-Data Center Wave? It Depends on GPU Leasing Prices
After the midterm elections, data center construction faces risks of regulatory and approval tightening, but rising GPU leasing prices are expected to compensate for the losses from reduced capital expenditures. This mechanism will drive a structural rotation in AI investment logic: hyperscalers wit...
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Tech Veteran: Anthropic IPO Will Be the Peak of AI Market in US Stocks, Will 'Aggressively Buy Chinese AI' If Conditions Allow
A long-time skeptic of AI, tech veteran Jack Selby stated that the Anthropic IPO may mark the peak of the AI market, potentially triggering a chain reaction of corrections once the lock-up period expires. He also pointed out that over 80% of Anthropic's revenue is non-recurring and high capital expe...
