#investor-risk
#investor-risk

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AI investors are in for a rude awakening | Roger McNamee

Massive capital is flowing into LLM development, creating intense competition where most current players are likely to fail, risking catastrophic investor losses.

Silicon Valley

fromFuturism

4 weeks ago

A Quarter of Nvidia's Revenue Comes From a Single Giant Customer

A disproportionate share of US AI-driven growth relies on Nvidia's explosive revenue, which is concentrated among a few customers and poses systemic investor risk.

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#investor-risk#investor-risk

AI investors are in for a rude awakening | Roger McNamee

A Quarter of Nvidia's Revenue Comes From a Single Giant Customer

#investor-risk
#investor-risk