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Anthropic plans to spend $50B on a US infrastructure buildout, starting with data centers in Texas and New York in partnership with Fluidstack, opening in 2026 (MacKenzie Sigalos/CNBC)

MacKenzie Sigalos / CNBC : Anthropic plans to spend $50B on a US infrastructure buildout, starting with data centers in Texas and New Yor...

12 November 2025

Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt (Chris Bryant/Bloomberg)

Chris Bryant / Bloomberg:
Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt  —  Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …

Posted from: this blog via Microsoft Power Automate.

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