In the Loop AI

Nvidia CEO Jensen Huang has admitted to an affair with Alice Huang, a Megaspeed executive US intelligence believes was recruited by China's Ministry of State Security. Her alleged goal: get Jensen to lobby Washington to loosen export controls on AI chips. Ejaaz walks through how we got here, from a party in Taipei and a $2 billion GPU deal to a classified memo, Jensen's email to staff and the Nvidia board's investigation.We also cover the bigger questions: did Jensen know, why the Commerce Department didn't act, the web of companies buying Nvidia chips near China, Jensen's case for selling chips to China, and the four fronts of the US-China AI race: chips, power, people and models.==FOLLOW EJAAZ ON TWITTER:https://x.com/cryptopunk7213==Timestamps00:00 Jensen Huang's Spy Scandal02:26 Who Is Alice Huang?04:14 The Memo and the Plane04:59 The Story Breaks05:33 Jensen's Email06:17 Did She Influence Him?07:34 Nvidia's Board Responds08:30 The Megaspeed Web10:25 Why Didn't Commerce Act?12:04 Jensen's China Argument15:04 Chips vs Compute16:14 China's Four Fronts18:25 Shenzhen and What's Next19:53 Final Thoughts#ai #nvidia #jensenhuang #china #chips==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

OpenAI has gone quiet while Anthropic takes the spotlight with its blockbuster IPO, and its flagship agent, Dots, landed with a shrug. Ejaaz digs into why. Under the hood, OpenAI has been cooking: ChatGPT now handles about a fifth of Google's search volume, it added 200 million weekly users in two months, and it just poached Claude Code's product lead and an early Anthropic growth hire within days. Meanwhile GPT-6.2 Astra is waiting in the wings.We also cover the other side: a funding round cut from $30 billion to $20 billion, a valuation trimmed to $1.25 trillion, a compute crunch that slowed Dots, Stargate and SoftBank's slide, OpenAI's decision to let Anthropic IPO first, GPT-6 Cyber, ChatGPT's $1 billion ad business, and the "Ram Altman" saga. Is this OpenAI's Hail Mary, or the quiet before its next big move?==FOLLOW EJAAZ ON TWITTER:https://x.com/cryptopunk7213==Timestamps00:00 Stop Ignoring OpenAI01:03 GPT-6.2 Astra Is Coming01:45 Not as Rosy as It Seems02:21 OpenAI's Real Numbers02:58 A Fifth of Google's Searches04:17 Poaching Claude Code's Leaders05:25 Back on the Frontier06:15 The Jarvis Strategy06:58 GPT-6 Cyber07:33 Selling Ads in ChatGPT08:53 Dots and the Compute Crunch11:36 Why OpenAI Is Waiting to IPO13:57 Ram Altman16:23 The Bear Case Is Healthy17:22 Owning the Front Door18:55 Cheap Enough Intelligence19:43 Final Thoughts#ai #openai #chatgpt #anthropic #samaltman==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

The stock market just lost $2 trillion in 40 minutes, and AI stocks took the worst of it. Intel is down more than half since October, AMD fell 17% in a day, and memory and cybersecurity names went red with them. Ejaaz breaks down why it happened (valuations, the ROI question and the midterm vote on data centers) and why he thinks the market is wrong: demand for AI is still climbing, with GPU rental prices up as much as 106% since July while token prices fell 58%.We also cover where the money went (Apple, Amazon and Microsoft held up), Black October, Nvidia as the bedrock of the AI trade, the memory-stock bear case, why AI agents need far more CPUs, Palantir's record quarter, the fridge and blood-bank hacks, China paying a premium for Nvidia GPUs, how little the Fortune 500 spends on Claude, Big Tech's buyouts and Anthropic's IPO valuation.==FOLLOW EJAAZ ON TWITTER:https://x.com/cryptopunk7213==Timestamps00:00 $2 Trillion in 40 Minutes00:51 Where the Money Went01:32 Why the Market Is Wrong02:47 Black October03:32 Intel's 50% Drop04:57 The Midterm Effect06:15 The Bull Case07:07 Nvidia, the Bedrock08:34 GPUs Are Worth More Than Ever10:09 The Memory Stock Problem12:04 Intel, AMD and the CPU Boom14:28 The Skeptic's Case15:49 Cybersecurity Goes Red17:32 China Wants Nvidia GPUs18:42 The Long View21:26 The Bear Case23:19 Anthropic's Valuation24:12 Final Thoughts#ai #stockmarket #nvidia #intel #amd==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

On Tuesday, voters pushed back on AI data centers. Democrats won the House and the Senate, flipped governorships in Texas, Ohio and Georgia, and data-center restrictions passed in towns across the country. Goldman Sachs warns that 45% of planned US data-center capacity could be affected, and Texas alone is about a quarter of it. Ejaaz breaks down why an AI bull thinks the slowdown might actually be good for AI: no overbuild, data centers that pay their own way, and a race that rewards whoever uses compute most efficiently.We also cover why voters turned on data centers (power, land and water), Gina Hinojosa's conditions in Texas, the water myth, the market's split reaction (stocks up, AI stocks down, Elon's companies hit hardest), the 10 to 15 gigawatts that may not come online, the new stakeholder in the AI money loop, and what it means for the race with China.==FOLLOW EJAAZ ON TWITTER:https://x.com/cryptopunk7213==Timestamps00:00 America Hits Pause on AI01:34 Power, Land and Water02:38 Why Voters Turned04:18 What the Midterms Changed05:08 Texas Wants Data Centers to Pay07:07 A Bipartisan Backlash07:29 The China Problem08:34 The Water Myth09:55 Who Pays for Power10:39 The Market Reaction12:06 A New Stakeholder13:07 Good News for the Bears14:19 Stocks From Here15:34 Efficiency Wins17:24 AI Gets More Expensive18:03 US vs China19:51 Final Thoughts#ai #datacenters #midterms #elections #elonmusk==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571

Over the weekend, Elon Musk told a Grok Bot user that "the cost of serving Grok Bot was unsustainably high relative to revenue," and usage limits tightened for hundreds of thousands of paying users. Three days earlier he'd pointed out that Grok Bot has no free tier, and two weeks before that he said he'd never seen anything grow as fast. Ejaaz breaks down what's actually going on: SpaceX can rent the same GPUs to Anthropic, which pays $1.25 billion a month today and about $3.1 billion a month from December, while Grok Bot's hardest tasks run on Anthropic's own Claude Opus 5.5.We also cover Grok Bot's rise to 600,000 daily users, the delays on Grok 4.8, the $60 billion Cursor acquisition, the trade-off between renting compute and running his own AI agent, the bear and bull case, and whether this is the first sign that AI is too expensive to sell at today's prices.==FOLLOW EJAAZ ON TWITTER:https://x.com/cryptopunk7213==Timestamps00:00 Elon's Grok Bot Problem01:51 What Grok Bot Is03:48 How Grok Bot Took Off04:47 Grok's Model Problem06:18 The Contradiction06:58 The Landlord and the Tenant08:35 The $60 Billion Cursor Bet09:53 Rent the Chips or Run the Bot?10:50 Why AI Agents Matter12:46 Limits, Not a Shutdown14:01 The Bear Case17:46 The Bull Case19:15 Final Thoughts#elonmusk #grok #spacex #anthropic #ai==AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571