Le pari de Michael Burry contre Nvidia questionne les valorisations de l’IA, les liens avec OpenAI et la rémunération des ...
Stock index futures were mixed on Thursday, with Nasdaq futures bottoming the pack as Alphabet's quarterly results failed to ...
“I will be the biggest bear that you’ll hear from in the months ahead.” ...
America’s biggest investor Michael Burry, who predicted the 2008 US housing crash says Anthropic’s IPO filing has done ...
Michael Burry warns Anthropic’s IPO filing exposes AI boom risks, from heavy computing commitments to slowing growth.
Anthropic本周遞交上市申請，進一步加深「大空頭」MichaelBurry對AI行業的憂慮。這位因電影《沽注一擲》而廣為人知的投資者表示，Claude母公司的招股文件揭示多項警號，包括龐大支出承諾、收入增長放緩，以及與科技巨頭之間錯綜複雜的關係 ...
The vast majority of that money is going towards AI infrastructure, Google’s chief financial officer Anat Ashkenazi said on ...
大賣空 Michael Burry 讀 Anthropic S-1：他把對亞馬遜、Alphabet、微軟等算力承諾加總約 5,370 億美元、約當現行營收年化 12 倍，並稱循環連結讓整條 AI 生態「災難式脆弱」。 （前情提要：Anthropic 招股書警示川普政治報復風險！AI 安全立場恐為史上最大 IPO 埋雷） （背景補充：《大賣空》Michael Burry 轟 SpaceX 撐不起兆元 ...
Investor Michael Burry highlights vulnerabilities in the AI industry, citing Anthropic's IPO papers as evidence of unsustainable growth and massive infrastructure commitments.
Anthropic本周递交上市申请，进一步加深「大空头」Michael Burry对AI行业的忧虑。这位因电影《沽注一掷》而广为人知的投资者表示，Claude母公司的招股文件揭示多项警号，包括庞大支出承诺、收入增长放缓，以及与科技巨头之间错综复杂的关系。 算力采购承诺相当于年化收入12倍 据《Business Insider》报道，Burry周二在Substack撰文指出，Anthropic已与 ...
貝瑞拆解Anthropic S-1附註，估算算力與基礎設施承諾約5370億美元，若含未定協議可逼近8000億美元 Anthropic 26日遞交S-1，擬以代號ANT赴那斯達克上市，高盛與摩根士丹利主承銷 ...
Michael Burry warns of vulnerabilities in the AI industry due to Anthropic's IPO filing. Anthropic IPO by December 31, 2026 ...
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