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Wall Street is abuzz about the "AI closed loop": Bulls say "suppress ASICs, and Nvidia’s bull run will last," while bears say "making loans to customers is just like Cisco back in the day."

Wall Street is abuzz about the "AI closed loop": Bulls say "suppress ASICs, and Nvidia’s bull run will last," while bears say "making loans to customers is just like Cisco back in the day."

``` Nvidia’s $100 billion investment deal with OpenAI is sparking intense debate on Wall Street. On September 24, according to details reported by Reuters, the structure of the deal is that Nvidia will invest up to $100 billion in OpenAI in exchange for non-voting shares, and OpenAI will “use this
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Who will foot the bill for the "AI capital frenzy"? In the next three years, Silicon Valley will contribute $1.4 trillion, and Wall Street will raise $1.2 trillion.

Who will foot the bill for the "AI capital frenzy"? In the next three years, Silicon Valley will contribute $1.4 trillion, and Wall Street will raise $1.2 trillion.

``` The staggering computing power demands of the artificial intelligence revolution are giving rise to an equally astonishing wave of capital. According to Morgan Stanley’s forecast this July, by 2028, global total spending on AI data centers and chips will reach a staggering $2.9 trillion. Of this, cash-rich tech
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