Nvidia chief executive Jensen Huang says the company’s massive investments in OpenAI and Anthropic reflect surging demand that the leading AI firms are struggling to satisfy. In a new Bloomberg interview, Huang says both companies are expanding at a pace never seen before in the corporate world. He highlights that the scale of adoption is overwhelming the available compute supply. “OpenAI, Anthropic, these are the fastest-growing companies in the history of humanity. Their offtake, their end market demand is absolutely real and absolutely incredible. And you could see that they are really struggling to keep up with the demand that…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
“Shark Tank” star and billionaire investor Mark Cuban says the current boom in artificial intelligence does not resemble past stock manias, but he believes a fierce shakeout among model developers is inevitable. In a new Pioneers of AI interview, the tech entrepreneur says public enthusiasm for the market today is far more contained than during the dot-com era. “Back then in the 90s, in, you know, early 2000, late 99, like you’d get into a cab back then and people were talking about stocks. That’s all they wanted to talk about… You don’t really see that now. You don’t see…
OpenAI’s chief executive says the company is entering a period of tougher external sentiment as dominant rival Google sees a breakthrough in core artificial intelligence capabilities. In an internal memo, Sam Altman says Google’s recent progress in AI development could pressure OpenAI in the near term, reports The Information. Altman tells employees that “by all accounts, Google has been doing excellent work recently,” after it solved pre-training issues that have been frustrating OpenAI developers. Pre-training AI involves the exposure of large language models (LLMs) to data from the internet and other sources to learn and make connections. Google appears to have…
An OpenAI co-founder says the world is misjudging artificial intelligence by forcing it into the mold of human and animal cognition. In a new post on X, Andrej Karpathy says the instincts and mental models that define biological intelligence evolved through pressures that do not exist inside machine learning. He highlights that animals develop intelligence to survive physical danger, maintain homeostasis and compete socially for status, reproduction and resources. Animal minds, he says, are driven by a stream of continuous consciousness connected to a body that must stay alive in an adversarial environment. “Animal intelligence optimization pressure: innate and continuous…
A prominent Wall Street voice says Oracle (ORCL) has become the biggest loser of the current AI correction as investors react to its rising leverage. On Friday, ORCL dropped to as low as $193.55, recording a nearly 45% nosedive from its all-time high of $345.72, which it hit in September. In a new video update, “Big Short” investor Steve Eisman says ORCL’s sell-off is tied directly to the way Oracle is funding its rapid AI expansion compared with other hyperscalers. “Oracle cannot fund its huge AI expenditures from cash flow like Microsoft and Google can so easily do.” He points…
Rich Dad Poor Dad author Robert Kiyosaki warns that an unprecedented global downturn is underway as artificial intelligence begins to replace human workforces. In a new post on X, Kiyosaki says that the economic crash he has foretold for more than a decade has now arrived. “In 2013, I published Rich Dad’s Prophecy, predicting that the biggest crash in history was coming. Unfortunately, that crash has arrived. It’s not just the US. Europe and Asia are crashing.” Kiyosaki links the downturn to what he believes will be widespread job losses caused by AI systems in offices and other industries. “AI…
Banking giant JPMorgan Chase warns that investors appear to have forgotten that markets don’t go up in a straight line. In a new CNBC interview, Bill Eigen, JPMorgan Asset Management CIO of absolute return fixed income, says Oracle’s (ORCL) rising credit risk is a warning sign that investors have grown too comfortable in a highly leveraged market. He highlights that credit default swaps (CDS) for Oracle have skyrocketed in recent months, indicating that traders and investors are rushing in to buy protection in the event the tech giant defaults on its debts. “Oracle, especially their CDS is blown out from…
A billionaire and prominent tech investor says the early land grab phase of artificial intelligence is ending as the market fragments into multiple domains with different leaders. In a new episode of the All-In Podcast, Chamath Palihapitiya notes that chip and model ecosystems are no longer converging around a single dominant player. “But I also think that what we are quickly seeing is that there is going to be a highly fragmented layer of decoding chips that exist in the marketplace. Grok is one. TPU is one. Microsoft has a spin, Amazon has Inferentia. Facebook has a spin, and is…
Morgan Stanley says the artificial intelligence buildout is unleashing a historic wave of borrowing across the largest technology companies. In a new episode of the Thoughts on the Market podcast, Morgan Stanley’s head of corporate credit research, Andrew Sheets, says hyperscalers need enormous capital to expand data center infrastructure for cloud and AI ambitions. He notes that the bank estimates spending of about $470 billion this year and $620 billion next year. “That is over $1 trillion of spending in just a two-year period, and it is still growing.” Sheets says about half of the cost can be funded through…
A new analysis from Barclays shows shoppers are becoming more vulnerable to costly online fraud as artificial intelligence makes scams harder to detect. In a fresh post, the bank finds that three in four UK adults now believe AI has made online scams more convincing, and only one in three feels confident they could spot an AI-generated scam while shopping. Shoppers say fake reviews and counterfeit retail sites are increasingly difficult to identify. Nearly half report rising distrust of what they see online. “Shoppers say AI is making fake reviews (47%), fake websites (45%) and fake social media ads (37%)…