《THESE 3 Companies Holding Market Hostage》Michael Burry / Wall Street Journal
NVDA仍是关键的AI基础设施提供商，基本面稳健，但面临Etched带来的竞争威胁及供应商融资导致的资产负债表集中风险，建议对其敞口保持谨慎。
与此同时，还有Nvidia。在AI市场方面，是的，OpenAI和Anthropic绝对是巨头；但在构建应用的开发者层面，格局则更为分散，其中Anthropic创造了大量营收。这两家公司构成了核心生态，所有依赖GPU、数据中心及相关技术的企业都受制于它们，而硬件端则由Nvidia主导。
and at the same time you have Nvidia so when it comes to the AI market yes open and AI AI is definitely the big one but when it comes to the developers that are like building stuff uh that becomes more split and then you have anthropic being the one that's making a lot of revenue. Those are the two kind of there everything is reliant on all all like all these GPUs all the things that they're um you know happening with the data centers and everything that's really reliant on those two companies but the hardware side of it is Nvidia.