Bernstein Shoots Down Michael Burry’s Claim of Hyperscaler Earnings Distortion, Says GPU Can Run for Six Years Markets & Investments November 18, 2025 Bernstein is pushing back hard on the narrative that hyperscalers are hiding losses behind aggressive depreciation schedules, noting that AI…
Groq CEO Says AI Inference Demand ‘Insatiable,’ As Startup’s Valuation Doubles to $6.9 Billion Big Tech & AI September 18, 2025 Groq’s chief executive says the hunger for AI inference is overwhelming, a claim that comes as the chip startup’s valuation…
