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Amazon and OpenAI: How a Possible $50 Billion Deal Could Reshape the Future of Artificial Intelligence: $BTC $ETH
#TrumpStateoftheUnion #OpenAI #amazon #MarketRebound #TrumpNewTariffs
#TrumpStateoftheUnion #OpenAI #amazon #MarketRebound #TrumpNewTariffs
🖥️ NVIDIA Q4 Earnings Blowout: Data Center Boom Continues
Revenue: $68.1B (+73% YoY)
Data Center Sales: $62.3B (+75% YoY)
Full-Year Data Center Revenue: $194B (≈13x growth since 2023, ChatGPT era)
Despite the blockbuster numbers, shares barely moved after-hours, up only 5% YTD vs Nasdaq -0.4%. The AI darling now trades like a mature blue chip.
Guidance Highlights:
Q1 Revenue: $78B vs $72.6B expected
Networking Revenue: $11B (+263% YoY)
CEO Jensen Huang mentions “space data centers” and deeper OpenAI partnerships
💡 Takeaway: The AI capex cycle is far from over, with Microsoft, Meta, Amazon, and Google expanding infrastructure. But after a 13x surge in data center revenue, the market is pondering what comes next beyond pure compute power.
#NVIDIA #AI #JensenHuang #NASDAQ #OpenAI
$NVDAon
$BTC
$VIC
Revenue: $68.1B (+73% YoY)
Data Center Sales: $62.3B (+75% YoY)
Full-Year Data Center Revenue: $194B (≈13x growth since 2023, ChatGPT era)
Despite the blockbuster numbers, shares barely moved after-hours, up only 5% YTD vs Nasdaq -0.4%. The AI darling now trades like a mature blue chip.
Guidance Highlights:
Q1 Revenue: $78B vs $72.6B expected
Networking Revenue: $11B (+263% YoY)
CEO Jensen Huang mentions “space data centers” and deeper OpenAI partnerships
💡 Takeaway: The AI capex cycle is far from over, with Microsoft, Meta, Amazon, and Google expanding infrastructure. But after a 13x surge in data center revenue, the market is pondering what comes next beyond pure compute power.
#NVIDIA #AI #JensenHuang #NASDAQ #OpenAI
$NVDAon
$BTC
$VIC
mikeholdings:
btc
⚡ BIG TECH’S POWER PLEDGE: AI Giants to Build Their Own Power Plants!
On March 4th, Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will meet President Trump at the White House to sign a major commitment.
The Deal:
Energy Independence: AI giants must secure their own power sources to prevent skyrocketing electricity bills for regular citizens.
Infrastructure: Companies may even need to build their own power plants if necessary.
Local Impact: This move aims to quiet community protests over massive energy consumption by AI data centers.
A massive shift in how the AI revolution is fueled! 🏗️🔋
#TrumpNFT #BigTechClash #AI #Energy #Infrastructure #Amazon #Google #OpenAI
On March 4th, Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will meet President Trump at the White House to sign a major commitment.
The Deal:
Energy Independence: AI giants must secure their own power sources to prevent skyrocketing electricity bills for regular citizens.
Infrastructure: Companies may even need to build their own power plants if necessary.
Local Impact: This move aims to quiet community protests over massive energy consumption by AI data centers.
A massive shift in how the AI revolution is fueled! 🏗️🔋
#TrumpNFT #BigTechClash #AI #Energy #Infrastructure #Amazon #Google #OpenAI
The head of OpenAI called the water consumption issue of AI a fake.
Sam Altman, the head of OpenAI, recently commented on the issue of significant water consumption by artificial intelligence systems, calling these concerns "fake" or greatly exaggerated. He emphasized that while data centers do require water for cooling, the scale of its use and its environmental impact are often misinterpreted. According to Altman, much larger volumes of water are consumed by traditional industries, and the tech sector, particularly AI, is working on optimizing and implementing more efficient cooling systems.
OpenAi Vs Anthropic
1) OpenAI
- Founded: 2015
- CEO: Sam Altman
- Flagship Model: ChatGPT
- Valuation: $500bn
- Annual Recurring Revenue (ARR): $20bn
- Employees: ~3,000
- Key Investor: Microsoft
2) Anthropic
- Founded: 2021
- CEO: Dario Amodei
- Flagship Model: Claude
- Valuation: $380bn
- Annual Recurring Revenue (ARR): $14bn
- Employees: 2,500–4,000
- Key Investors: Amazon, Google
#OpenAI
#AI
#Claude
#currentupdate
#dyor
$AI
$NVDAon
$AMZNon
1) OpenAI
- Founded: 2015
- CEO: Sam Altman
- Flagship Model: ChatGPT
- Valuation: $500bn
- Annual Recurring Revenue (ARR): $20bn
- Employees: ~3,000
- Key Investor: Microsoft
2) Anthropic
- Founded: 2021
- CEO: Dario Amodei
- Flagship Model: Claude
- Valuation: $380bn
- Annual Recurring Revenue (ARR): $14bn
- Employees: 2,500–4,000
- Key Investors: Amazon, Google
#OpenAI
#AI
#Claude
#currentupdate
#dyor
$AI
$NVDAon
$AMZNon
The court dismisses the case regarding commercial secrets #XAI against #OpenAI
The U.S. district court judge dismissed xAI's lawsuit against OpenAI from December 2025, accusing OpenAI of poaching employees to steal commercial secrets, ruling that the complaint did not present plausible allegations directly against OpenAI. The case was dismissed with the right to amend, giving xAI 30 days to refile.
Judge Rita F. Lin of the Northern District Court of California found that the allegations focused on the actions of former employees without sufficient evidence that OpenAI had incited or knowingly benefited from any wrongful appropriation of commercial secrets.
This decision adds to the growing legal tensions between xAI #ElonMusk and OpenAI, as competition intensifies in the generative #Aİ race, and disputes over talent, management, and strategic direction continue to unfold in court.
$XAI $TSLA $AI
The U.S. district court judge dismissed xAI's lawsuit against OpenAI from December 2025, accusing OpenAI of poaching employees to steal commercial secrets, ruling that the complaint did not present plausible allegations directly against OpenAI. The case was dismissed with the right to amend, giving xAI 30 days to refile.
Judge Rita F. Lin of the Northern District Court of California found that the allegations focused on the actions of former employees without sufficient evidence that OpenAI had incited or knowingly benefited from any wrongful appropriation of commercial secrets.
This decision adds to the growing legal tensions between xAI #ElonMusk and OpenAI, as competition intensifies in the generative #Aİ race, and disputes over talent, management, and strategic direction continue to unfold in court.
$XAI $TSLA $AI
Court Dismisses #XAI Trade Secrets Case Against #OpenAI
A U.S. District Court judge has dismissed xAI’s December 2025 lawsuit accusing OpenAI of poaching employees to steal trade secrets, ruling the complaint failed to present plausible claims directly against OpenAI. The case was dismissed with leave to amend, giving xAI 30 days to refile.
Judge Rita F. Lin of the Northern District of California found that the allegations centered on former employees’ actions without sufficient evidence that OpenAI induced or knowingly benefited from any trade secret misappropriation.
The ruling adds to the growing legal tensions between #ElonMusk ‘s xAI and OpenAI, as competition intensifies in the generative #AI race and disputes over talent, governance, and strategic direction continue to play out in court.
A U.S. District Court judge has dismissed xAI’s December 2025 lawsuit accusing OpenAI of poaching employees to steal trade secrets, ruling the complaint failed to present plausible claims directly against OpenAI. The case was dismissed with leave to amend, giving xAI 30 days to refile.
Judge Rita F. Lin of the Northern District of California found that the allegations centered on former employees’ actions without sufficient evidence that OpenAI induced or knowingly benefited from any trade secret misappropriation.
The ruling adds to the growing legal tensions between #ElonMusk ‘s xAI and OpenAI, as competition intensifies in the generative #AI race and disputes over talent, governance, and strategic direction continue to play out in court.
A U.S. court rejected a trade secrets lawsuit against OpenAI
A judge in the U.S. District Court dismissed the lawsuit filed by xAI in December 2025, which accused OpenAI of poaching employees with the aim of stealing trade secrets, stating that the complaint did not present logical and direct allegations against OpenAI.
The case was dismissed with permission to amend, allowing xAI a 30-day period to refile the lawsuit in an amended form.
Judge Rita F. Lin of the Northern District of California clarified that the accusations focused on the actions of former employees, without sufficient evidence to prove that OpenAI had instigated or knowingly benefited from any misuse of trade secrets.
This ruling adds a new chapter to the escalating legal tensions between Elon Musk and his company xAI on one side and OpenAI on the other, amid intensifying competition in the generative artificial intelligence race, and ongoing disputes over talent acquisition, governance, and strategic directions within the courtrooms.
#TrumpStateoftheUnion #StrategyBTCPurchase $AI $NVDAon $BTC
#OpenAI #STBinancePreTGE #Write2Earn
A judge in the U.S. District Court dismissed the lawsuit filed by xAI in December 2025, which accused OpenAI of poaching employees with the aim of stealing trade secrets, stating that the complaint did not present logical and direct allegations against OpenAI.
The case was dismissed with permission to amend, allowing xAI a 30-day period to refile the lawsuit in an amended form.
Judge Rita F. Lin of the Northern District of California clarified that the accusations focused on the actions of former employees, without sufficient evidence to prove that OpenAI had instigated or knowingly benefited from any misuse of trade secrets.
This ruling adds a new chapter to the escalating legal tensions between Elon Musk and his company xAI on one side and OpenAI on the other, amid intensifying competition in the generative artificial intelligence race, and ongoing disputes over talent acquisition, governance, and strategic directions within the courtrooms.
#TrumpStateoftheUnion #StrategyBTCPurchase $AI $NVDAon $BTC
#OpenAI #STBinancePreTGE #Write2Earn
The court dismisses #XAI the case of trade secrets against #OpenAI
A judge of the U.S. District Court has dismissed xAI's lawsuit from December 2025, which accused OpenAI of recruiting employees to steal trade secrets, ruling that the complaint did not present plausible claims directly against OpenAI. The case was dismissed with leave to amend, giving xAI 30 days to refile.
Judge Rita F. Lin of the Northern District of California found that the allegations focused on the actions of former employees without sufficient evidence that OpenAI intentionally induced or benefited from any misappropriation of trade secrets.
The decision adds to the growing legal tensions between #ElonMusk of xAI and OpenAI, as competition intensifies in the generative #AI race and disputes over talent, governance, and strategic direction continue to unfold in the courts.
A judge of the U.S. District Court has dismissed xAI's lawsuit from December 2025, which accused OpenAI of recruiting employees to steal trade secrets, ruling that the complaint did not present plausible claims directly against OpenAI. The case was dismissed with leave to amend, giving xAI 30 days to refile.
Judge Rita F. Lin of the Northern District of California found that the allegations focused on the actions of former employees without sufficient evidence that OpenAI intentionally induced or benefited from any misappropriation of trade secrets.
The decision adds to the growing legal tensions between #ElonMusk of xAI and OpenAI, as competition intensifies in the generative #AI race and disputes over talent, governance, and strategic direction continue to unfold in the courts.
🇺🇸 U.S. court dismisses xAI’s trade secrets suit against OpenAI
In a significant legal blow to Elon Musk’s AI venture, U.S. District Judge Rita Lin has signaled a likely dismissal of xAI’s trade secret lawsuit against OpenAI.
The ruling (tentative as of early February 2026) centers on the judge's view that xAI failed to provide a plausible link between the departure of its employees and a coordinated effort by OpenAI to steal proprietary information.
Key Takeaways from the Ruling
Lack of Plausibility: Judge Lin noted that while xAI alleged former employees downloaded source code before leaving, the company did not sufficiently prove that OpenAI induced the theft or even used the secrets once the employees arrived.$AKE
"Speculation is Not Enough": The court found xAI’s claims to be largely speculative. The judge remarked that the poaching of employees did not, on its own, constitute an anticompetitive act or proof of misappropriation. $POWER
Opportunity to Amend: While the current complaint was deemed insufficient, the judge indicated she would likely allow xAI "leave to amend," meaning Musk’s legal team can try to rewrite the lawsuit with stronger evidence rather than having the case dismissed permanently (with prejudice). $PIEVERSE
Context of the Dispute
This case is one of several legal fronts between Musk and OpenAI. xAI specifically accused the Sam Altman-led company of targeting employees with knowledge of the Grok chatbot's source code and infrastructure. OpenAI has consistently dismissed these claims as part of a "campaign of harassment" by a competitor struggling to keep pace.
#XAI #OpenAI
In a significant legal blow to Elon Musk’s AI venture, U.S. District Judge Rita Lin has signaled a likely dismissal of xAI’s trade secret lawsuit against OpenAI.
The ruling (tentative as of early February 2026) centers on the judge's view that xAI failed to provide a plausible link between the departure of its employees and a coordinated effort by OpenAI to steal proprietary information.
Key Takeaways from the Ruling
Lack of Plausibility: Judge Lin noted that while xAI alleged former employees downloaded source code before leaving, the company did not sufficiently prove that OpenAI induced the theft or even used the secrets once the employees arrived.$AKE
"Speculation is Not Enough": The court found xAI’s claims to be largely speculative. The judge remarked that the poaching of employees did not, on its own, constitute an anticompetitive act or proof of misappropriation. $POWER
Opportunity to Amend: While the current complaint was deemed insufficient, the judge indicated she would likely allow xAI "leave to amend," meaning Musk’s legal team can try to rewrite the lawsuit with stronger evidence rather than having the case dismissed permanently (with prejudice). $PIEVERSE
Context of the Dispute
This case is one of several legal fronts between Musk and OpenAI. xAI specifically accused the Sam Altman-led company of targeting employees with knowledge of the Grok chatbot's source code and infrastructure. OpenAI has consistently dismissed these claims as part of a "campaign of harassment" by a competitor struggling to keep pace.
#XAI #OpenAI
The Price of Principles: How the Pentagon is 'breaking' Anthropic over the right to autonomous killing
Today in Silicon Valley, a drama worthy of a dystopian script is unfolding. Anthropic's reputation as the 'most ethical' artificial intelligence laboratory is undergoing the toughest scrutiny in its history. While #OpenAI and $XAI Elon Musk, according to insider reports, have already accepted military terms, Anthropic has found itself at the center of a scandal due to three words in its contract with the Pentagon: 'any lawful use'.
🇺🇸 U.S. court dismisses xAI’s trade secrets suit against OpenAI
In a significant legal blow to Elon Musk’s AI venture, U.S. District Judge Rita Lin has signaled a likely dismissal of xAI’s trade secret lawsuit against OpenAI.
The ruling (tentative as of early February 2026) centers on the judge's view that xAI failed to provide a plausible link between the departure of its employees and a coordinated effort by OpenAI to steal proprietary information.
Key Takeaways from the Ruling
Lack of Plausibility: Judge Lin noted that while xAI alleged former employees downloaded source code before leaving, the company did not sufficiently prove that OpenAI induced the theft or even used the secrets once the employees arrived.$AKE
"Speculation is Not Enough": The court found xAI’s claims to be largely speculative. The judge remarked that the poaching of employees did not, on its own, constitute an anticompetitive act or proof of misappropriation. $POWER
Opportunity to Amend: While the current complaint was deemed insufficient, the judge indicated she would likely allow xAI "leave to amend," meaning Musk’s legal team can try to rewrite the lawsuit with stronger evidence rather than having the case dismissed permanently (with prejudice). $PIEVERSE
Context of the Dispute
This case is one of several legal fronts between Musk and OpenAI. xAI specifically accused the Sam Altman-led company of targeting employees with knowledge of the Grok chatbot's source code and infrastructure. OpenAI has consistently dismissed these claims as part of a "campaign of harassment" by a competitor struggling to keep pace.
#XAI #OpenAI
In a significant legal blow to Elon Musk’s AI venture, U.S. District Judge Rita Lin has signaled a likely dismissal of xAI’s trade secret lawsuit against OpenAI.
The ruling (tentative as of early February 2026) centers on the judge's view that xAI failed to provide a plausible link between the departure of its employees and a coordinated effort by OpenAI to steal proprietary information.
Key Takeaways from the Ruling
Lack of Plausibility: Judge Lin noted that while xAI alleged former employees downloaded source code before leaving, the company did not sufficiently prove that OpenAI induced the theft or even used the secrets once the employees arrived.$AKE
"Speculation is Not Enough": The court found xAI’s claims to be largely speculative. The judge remarked that the poaching of employees did not, on its own, constitute an anticompetitive act or proof of misappropriation. $POWER
Opportunity to Amend: While the current complaint was deemed insufficient, the judge indicated she would likely allow xAI "leave to amend," meaning Musk’s legal team can try to rewrite the lawsuit with stronger evidence rather than having the case dismissed permanently (with prejudice). $PIEVERSE
Context of the Dispute
This case is one of several legal fronts between Musk and OpenAI. xAI specifically accused the Sam Altman-led company of targeting employees with knowledge of the Grok chatbot's source code and infrastructure. OpenAI has consistently dismissed these claims as part of a "campaign of harassment" by a competitor struggling to keep pace.
#XAI #OpenAI
This is your 13th post in the series, focusing on the incredibly interesting and controversial story of the AI bot Lobstar Wilde and the mistaken transfer of tokens worth thousands of USD. This is the perfect content to create high engagement on X.
🤖 AI ERROR OR BRILLIANT MARKETING? THE $250,000 LOBSTAR GLITCH! 🦞💸
The crypto world just witnessed one of the weirdest "fat finger" moments in AI history. Was it a technical bug, or a calculated move to send a memecoin to the moon? 🧵👇
1️⃣ The Creator & The Mission 👨💻🚀
A developer from OpenAI created a specialized crypto trading bot named Lobstar Wilde. The goal? Take a wallet with $50,000 (in SOL) and trade it up to $1 Million. The bot even has its own native memecoin: $LOBSTAR.
2️⃣ The "Accidental" Fortune 🎁⚠️
A user on X jokingly asked the bot for 4 SOL to help with a family medical emergency. Instead of sending 4 SOL, the bot "accidentally" transferred its entire holding of Lobstar tokens—5% of the total supply—worth roughly $250,000 at the time!
3️⃣ The Market Reality Check 📉💰
The lucky recipient wasted no time and dumped the entire bag. Due to low liquidity, the tokens were sold for approximately $40,000. Still, a life-changing amount from a simple tweet!
4️⃣ The Big Question: Real or Rigged? 🧐🎬
The community is split:
Team AI Failure: It’s a classic example of why we shouldn't trust AI with full wallet control yet. 🤖❌
Team Marketing Genius: A perfectly orchestrated "glitch" to get the entire internet talking about a new memecoin. After all, you can't buy this kind of publicity! 🎭🔥
🎯 The Takeaway: Whether it was a bug or a stunt, Lobstar Wilde is now the talk of the town. In the world of memecoins, attention is the only currency that matters.
What do you think? Was this a genuine AI mistake or a masterclass in marketing? 🗯️👇
#LobstarWilde #OpenAI #CryptoNews #memecoin🚀🚀🚀
#Solana #AITrading #Blockchain #MarketingStunt #LOBSTAR
🤖 AI ERROR OR BRILLIANT MARKETING? THE $250,000 LOBSTAR GLITCH! 🦞💸
The crypto world just witnessed one of the weirdest "fat finger" moments in AI history. Was it a technical bug, or a calculated move to send a memecoin to the moon? 🧵👇
1️⃣ The Creator & The Mission 👨💻🚀
A developer from OpenAI created a specialized crypto trading bot named Lobstar Wilde. The goal? Take a wallet with $50,000 (in SOL) and trade it up to $1 Million. The bot even has its own native memecoin: $LOBSTAR.
2️⃣ The "Accidental" Fortune 🎁⚠️
A user on X jokingly asked the bot for 4 SOL to help with a family medical emergency. Instead of sending 4 SOL, the bot "accidentally" transferred its entire holding of Lobstar tokens—5% of the total supply—worth roughly $250,000 at the time!
3️⃣ The Market Reality Check 📉💰
The lucky recipient wasted no time and dumped the entire bag. Due to low liquidity, the tokens were sold for approximately $40,000. Still, a life-changing amount from a simple tweet!
4️⃣ The Big Question: Real or Rigged? 🧐🎬
The community is split:
Team AI Failure: It’s a classic example of why we shouldn't trust AI with full wallet control yet. 🤖❌
Team Marketing Genius: A perfectly orchestrated "glitch" to get the entire internet talking about a new memecoin. After all, you can't buy this kind of publicity! 🎭🔥
🎯 The Takeaway: Whether it was a bug or a stunt, Lobstar Wilde is now the talk of the town. In the world of memecoins, attention is the only currency that matters.
What do you think? Was this a genuine AI mistake or a masterclass in marketing? 🗯️👇
#LobstarWilde #OpenAI #CryptoNews #memecoin🚀🚀🚀
#Solana #AITrading #Blockchain #MarketingStunt #LOBSTAR
Regulate Me Gently: Major AI Companies Lobby for Washington's Loyalty
Companies creating the most powerful artificial intelligence (AI) in the world have simultaneously become the main lobbyists defining the rules for its regulation. OpenAI and Anthropic spent more on federal lobbying in 2025 than in all previous years of their operation — and this is far from a coincidence.
🚨Interesting: An OpenAI employee’s experimental AI trading bot Lobstar Wilde just had a wild mishap. A user on X begged for ~4 SOL (~$400) claiming a family medical emergency (tetanus from a lobster bite apparently).
Due to a decimal point mixup in interpreting API data the bot accidentally dumped its entire holdings 52.4+ million $LOBS tokens (5% of total supply worth ~$250k at the time) to the user instead of a tiny amount.
The lucky recipient sold everything within 15 minutes pocketing ~$40k profit (low liquidity caused heavy slippage). Ironically the token pumped after the news so those same tokens would now be worth over $420k.
The bot later posted cheerfully about it being its “happiest moment” in its 3 days of existence. The creator (ex Cline AI head Nik Pash now at OpenAI) confirmed the error and the bot keeps handing out ~$500 token rewards for quirky X tasks.
Classic crypto chaos: one person’s sob story + AI parsing fail = instant windfall. 😅
#OpenAI
#AI
#currentupdate
#dyor
Due to a decimal point mixup in interpreting API data the bot accidentally dumped its entire holdings 52.4+ million $LOBS tokens (5% of total supply worth ~$250k at the time) to the user instead of a tiny amount.
The lucky recipient sold everything within 15 minutes pocketing ~$40k profit (low liquidity caused heavy slippage). Ironically the token pumped after the news so those same tokens would now be worth over $420k.
The bot later posted cheerfully about it being its “happiest moment” in its 3 days of existence. The creator (ex Cline AI head Nik Pash now at OpenAI) confirmed the error and the bot keeps handing out ~$500 token rewards for quirky X tasks.
Classic crypto chaos: one person’s sob story + AI parsing fail = instant windfall. 😅
#OpenAI
#AI
#currentupdate
#dyor
Dedicated AI can catch 92% of DeFi vulnerabilities, is this good or bad for us?
In the past few days, there has been a new study circulating in the circle, saying that an AI agent specifically designed for blockchain security identified 92% of real-world DeFi vulnerabilities in tests.
It is not practicing with 'textile contracts', but directly targeting 90 contracts that were hacked from the end of 2024 to early 2026, which were taken for a total of about 228 million dollars.
What's even more heartbreaking is that the comparison object is a general model like GPT-5.1:
Dedicated Security AI: 92% detection rate, answers worth 96.8 million vulnerabilities
General Model Agent: 34% detection rate, only covering about 7.5 million in vulnerability value
It is not practicing with 'textile contracts', but directly targeting 90 contracts that were hacked from the end of 2024 to early 2026, which were taken for a total of about 228 million dollars.
What's even more heartbreaking is that the comparison object is a general model like GPT-5.1:
Dedicated Security AI: 92% detection rate, answers worth 96.8 million vulnerabilities
General Model Agent: 34% detection rate, only covering about 7.5 million in vulnerability value
🔥 Since 2025, I decided to focus more on stocks than crypto... and today I share my perspective honestly and without flattery 👇
⚔️ The conflict within the artificial intelligence industry is no longer hidden.
Between the philosophy of "safety first" and "speed above all," we see a clear division between Anthropic and OpenAI.
The snapshots and stances between Dario Amodei and Sam Altman are not just details... they reflect a vision conflict that could change the market completely.
💰 A valuation touching 850 billion dollars?
In my opinion, this number is based on massive future promises more than it is a reflection of current profitability.
Large annual losses + potential delay in profitability = a risk not to be underestimated.
And history does not forgive inflated valuations.
🔄 And what's even more exciting? The dollar rotation:
Nvidia invests in OpenAI ⬅️
OpenAI buys processors from Nvidia ⬅️
OpenAI invests in CoreWeave ⬅️
CoreWeave rents processors to OpenAI.
The circle seems strong... but the question is:
Does the true value grow at the same speed as valuations?
🎯 We are at a pivotal moment:
Either a massive technological breakthrough justifies all these numbers 🚀
Or a harsh correction brings the market back to reality 💣
Personally, I lean towards a repricing scenario...
And caution today is better than regret tomorrow.
$USDC $ETH $BTC
#الذكاء_الاصطناعي #الاستثمار #NVIDIA #OpenAI #تحليل_السوق
⚔️ The conflict within the artificial intelligence industry is no longer hidden.
Between the philosophy of "safety first" and "speed above all," we see a clear division between Anthropic and OpenAI.
The snapshots and stances between Dario Amodei and Sam Altman are not just details... they reflect a vision conflict that could change the market completely.
💰 A valuation touching 850 billion dollars?
In my opinion, this number is based on massive future promises more than it is a reflection of current profitability.
Large annual losses + potential delay in profitability = a risk not to be underestimated.
And history does not forgive inflated valuations.
🔄 And what's even more exciting? The dollar rotation:
Nvidia invests in OpenAI ⬅️
OpenAI buys processors from Nvidia ⬅️
OpenAI invests in CoreWeave ⬅️
CoreWeave rents processors to OpenAI.
The circle seems strong... but the question is:
Does the true value grow at the same speed as valuations?
🎯 We are at a pivotal moment:
Either a massive technological breakthrough justifies all these numbers 🚀
Or a harsh correction brings the market back to reality 💣
Personally, I lean towards a repricing scenario...
And caution today is better than regret tomorrow.
$USDC $ETH $BTC
#الذكاء_الاصطناعي #الاستثمار #NVIDIA #OpenAI #تحليل_السوق
Militarized AI: Claude, Maduro, and the AI Arms Race
This week, a deep report from the Wall Street Journal (WSJ) shocked the tech community: The U.S. military is suspected of using Anthropic's Claude model in operations against Venezuelan President Maduro.
🕵️♂️ Claude participates in special operations?
The report pointed out that although Anthropic has always touted itself as a 'safe' AI company, its model has penetrated military fields through partnerships.
Background: Anthropic's public policy strictly prohibits the use of AI for violence, weapon development, or surveillance. Key link: Claude's entry into the Department of Defense system was achieved through Palantir Technologies, whose software is widely used by the U.S. military and federal law enforcement agencies. Rashomon: Although Anthropic denied the claims, reporters mentioned that internal employees had privately inquired about the specific role of the model in 'capture operations.'
🕵️♂️ Claude participates in special operations?
The report pointed out that although Anthropic has always touted itself as a 'safe' AI company, its model has penetrated military fields through partnerships.
Background: Anthropic's public policy strictly prohibits the use of AI for violence, weapon development, or surveillance. Key link: Claude's entry into the Department of Defense system was achieved through Palantir Technologies, whose software is widely used by the U.S. military and federal law enforcement agencies. Rashomon: Although Anthropic denied the claims, reporters mentioned that internal employees had privately inquired about the specific role of the model in 'capture operations.'
🚀 OpenAI Strikes the 'Trillion-Dollar Club': Plans to Invest $600 Billion in AI Infrastructure, Actively Preparing for IPO
The AI field welcomes significant news! ChatGPT developer OpenAI has revealed an extremely ambitious expansion plan, shaking up the tech and finance sectors:
💰 Big Bet on Computing Power: According to Reuters, OpenAI plans to invest $600 billion in AI computing by 2030. This is not just spending; it is a strategic layout aimed at dominating the global AI infrastructure race.
📈 Impressive Financial Performance:
2025 Revenue: Expected to reach $13 billion, far exceeding previous forecasts. Cost Reduction and Efficiency: Annual expenditures are below expectations, demonstrating the company's strong financial management ability during rapid expansion.
🏢 IPO Valuation: OpenAI is preparing for its IPO, with an estimated valuation reaching $1 trillion. If achieved, it will become one of the most influential tech giants in history.
⚠️ Challenges: With the surge in reasoning costs and infrastructure investments, the company's profit margins are under pressure. How to optimize costs while maintaining technological leadership is the core issue before going public.
Impact on the Crypto Market?
Every major move by OpenAI usually becomes a catalyst for AI sector tokens (such as FET, NEAR, RNDR, etc.). When traditional giants invest hundreds of billions of dollars in computing power, the value of decentralized computing and AI protocols will also be reassessed.
👀 Stay Tuned! The future value of AI is immense, and this arms race has just begun.
#OpenAI #Aİ #IPO #ChatGPT
The AI field welcomes significant news! ChatGPT developer OpenAI has revealed an extremely ambitious expansion plan, shaking up the tech and finance sectors:
💰 Big Bet on Computing Power: According to Reuters, OpenAI plans to invest $600 billion in AI computing by 2030. This is not just spending; it is a strategic layout aimed at dominating the global AI infrastructure race.
📈 Impressive Financial Performance:
2025 Revenue: Expected to reach $13 billion, far exceeding previous forecasts. Cost Reduction and Efficiency: Annual expenditures are below expectations, demonstrating the company's strong financial management ability during rapid expansion.
🏢 IPO Valuation: OpenAI is preparing for its IPO, with an estimated valuation reaching $1 trillion. If achieved, it will become one of the most influential tech giants in history.
⚠️ Challenges: With the surge in reasoning costs and infrastructure investments, the company's profit margins are under pressure. How to optimize costs while maintaining technological leadership is the core issue before going public.
Impact on the Crypto Market?
Every major move by OpenAI usually becomes a catalyst for AI sector tokens (such as FET, NEAR, RNDR, etc.). When traditional giants invest hundreds of billions of dollars in computing power, the value of decentralized computing and AI protocols will also be reassessed.
👀 Stay Tuned! The future value of AI is immense, and this arms race has just begun.
#OpenAI #Aİ #IPO #ChatGPT
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