While it’s a smart Jensen Huan

While it’s a smart Jensen Huang move, I do see a big risk for anyone who is coming late to the dinner table. Even right now, us on the ground using Frontier models and also exploring the capabilities of the cheap, Chinese open source models can foresee that this isn’t going well for OpenAI and Anthropic.
I’m using GLM 5.2 right now and not for adversarial agents to correct all the errors in the plan and even in the implemented code that Claude Code’s Opus 5 on XHigh or Ultracode produces!

The advantage is little and doesn’t justify the 10-20x price difference and Opus 5 is slow as hell.

So all those investments in NVIDIA chips will depreciate fast and users will just switch to the cheaper and better option.
Other than eg on cars, countries like the US can’t block OpenRouter etc to their citizens.
So no, this investment is too late and most likely won’t materialize (in actual, used data centers) before the bubble bursts!

Wall Street Giants and Nvidia Form $500 Billion AI Financing Consortium

A consortium of major Wall Street firms including Apollo, Blackstone, BlackRock's unit, Brookfield, Goldman Sachs, and KKR have partnered with Nvidia to create a $500 billion financing deal aimed at building AI infrastructure. This significant collaboration highlights the growing investment in AI technologies and infrastructure development. Despite the positive partnership news, Nvidia's stock experienced a decline of around 3.16% to 3.2% following the announcement.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":596304747070704,"tweetId":"596304747070704","gmtCreate":1786608991505,"gmtModify":1786609075547,"author":{"id":4140090365269462,"idStr":"4140090365269462","authorId":4140090365269462,"authorIdStr":"4140090365269462","name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":71,"starInvestorFlag":false},"themes":[{"themeId":"de7c4774adad6affee5d94d0716f6283","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"Wall Street Giants and Nvidia Form $500 Billion AI Financing Consortium","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":de7c4774adad6affee5d94d0716f6283}&rnconfig={\"headerBarHidden\": true}","description":"A consortium of major Wall Street firms including Apollo, Blackstone, BlackRock's unit, Brookfield, Goldman Sachs, and KKR have partnered with Nvidia to create a $500 billion financing deal aimed at building AI infrastructure. This significant collaboration highlights the growing investment in AI technologies and infrastructure development. Despite the positive partnership news, Nvidia's stock experienced a decline of around 3.16% to 3.2% following the announcement."}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>While it’s a smart Jensen Huang move, I do see a big risk for anyone who is coming late to the dinner table. Even right now, us on the ground using Frontier models and also exploring the capabilities of the cheap, Chinese open source models can foresee that this isn’t going well for OpenAI and Anthropic. \n \nI’m using GLM 5.2 right now and not for adversarial agents to correct all the errors in the plan and even in the implemented code that Claude Code’s Opus 5 on XHigh or Ultracode produces! \n \n \n \nThe advantage is little and doesn’t justify the 10-20x price difference and Opus 5 is slow as hell. \n \n \n \nSo all those investments in NVIDIA chips will depreciate fast and users will just switch to the cheaper and better option. \n \nOther than eg on cars, countries like the US can’t block OpenRouter etc to their citizens. \n \nSo no, this investment is too late and most likely won’t materialize (in actual, used data centers) before the bubble bursts!</body></html>","htmlText":"<html><head></head><body>While it’s a smart Jensen Huang move, I do see a big risk for anyone who is coming late to the dinner table. Even right now, us on the ground using Frontier models and also exploring the capabilities of the cheap, Chinese open source models can foresee that this isn’t going well for OpenAI and Anthropic. \n \nI’m using GLM 5.2 right now and not for adversarial agents to correct all the errors in the plan and even in the implemented code that Claude Code’s Opus 5 on XHigh or Ultracode produces! \n \n \n \nThe advantage is little and doesn’t justify the 10-20x price difference and Opus 5 is slow as hell. \n \n \n \nSo all those investments in NVIDIA chips will depreciate fast and users will just switch to the cheaper and better option. \n \nOther than eg on cars, countries like the US can’t block OpenRouter etc to their citizens. \n \nSo no, this investment is too late and most likely won’t materialize (in actual, used data centers) before the bubble bursts!</body></html>","text":"While it’s a smart Jensen Huang move, I do see a big risk for anyone who is coming late to the dinner table. Even right now, us on the ground using Frontier models and also exploring the capabilities of the cheap, Chinese open source models can foresee that this isn’t going well for OpenAI and Anthropic. I’m using GLM 5.2 right now and not for adversarial agents to correct all the errors in the plan and even in the implemented code that Claude Code’s Opus 5 on XHigh or Ultracode produces! The advantage is little and doesn’t justify the 10-20x price difference and Opus 5 is slow as hell. So all those investments in NVIDIA chips will depreciate fast and users will just switch to the cheaper and better option. Other than eg on cars, countries like the US can’t block OpenRouter etc to their citizens. So no, this investment is too late and most likely won’t materialize (in actual, used data centers) before the bubble bursts!","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/596304747070704","repostId":0,"isVote":1,"tweetType":1,"viewCount":60,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":767,"optionInvolvedFlag":true,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/596304747070704"}