Anthropic can't prop up Nvidia and the chip industry itself. If AI as an industry can't start turning a dollar into $1.05, a lot of stuff starts falling in value
Nvidia will be fine, same for the chip makers. They're selling shovels during the gold rush and they stand to gain even if local/on prem AI eventually dominates for casual users.
Nvidia will be fine, same for the chip makers. They're selling shovels during the gold rush and they stand to gain even if local/on prem AI eventually dominates for casual users.