AI Bubble Warning: Anthropic Valued at $2 Trillion, Yet Nvidia Faces Cold Reception
Financial Expert Patrick Boyle Dissects Capital Misallocation and the Valuation Paradox Amid the AI Boom
As Anthropic is poised to set a $2 trillion IPO record, the genuinely profitable Nvidia is grappling with its lowest valuation in a decade. With interest rates remaining high and Chinese open-source models competing on price, is the AI bubble nearing its breaking point?