That's called good old market "disruption," folks.

The AI world's changed as most of the logic of the US AI strategy as well as logic of bigtech bros like OpenAI/Anthropic, and the logic of NVIDIA with its GPUs suddenly broke...

What next?

https://www.ft.com/content/e670a4ea-05ad-4419-b72a-7727e8a6d471

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