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- 🍜 Nvidia claps back..
🍜 Nvidia claps back..
From mega government cloud planets to Wall Street wizard battles to political fireworks, the AI world never disappoints. Let’s dig in...
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Amazon is writing government sized checks, Nvidia is arguing with the guy from The Big Short, and Trump is beefing with his own fan club over AI. Peak twenty twenty five energy incoming. Amazon committed up to fifty billion dollars to build AI infrastructure for the US government. That is not a cloud service, that is a small moon made of GPUs. Jeff Bezos basically said “I got you” and pulled out a check the size of Montana. 🏛️ Nvidia clapped back at Michael Burry after he claimed the company isn’t delivering real shareholder value. Watching a trillion dollar chip giant argue with a legendary doomsday investor is like watching two wizards fight with balance sheets. 📉 And Trump is clashing with parts of his MAGA base over his AI agenda. Some supporters are worried that robots will take their jobs while Trump insists AI will make America great again, preferably with lasers. The vibes are chaotic. 🔥
From mega government cloud planets to Wall Street wizard battles to political fireworks, the AI world never disappoints. Let’s dig in.
In today’s AI digest:
Amazon commits up to fifty billion for government AI infrastructure 🏛️
Nvidia claps back at Michael Burry over shareholder value claims 📉
Trump clashes with parts of his MAGA base over his AI agenda 🔥
Read time: 5 minutes
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(source: CNBC)
🏛️ The Digest: Amazon is committing up to fifty billion dollars to build massive AI and supercomputing infrastructure for the U.S. government. This is basically Amazon saying “sure, we can ship you GPUs in bulk… but would you like an entire classified data center with that?”
Key Details:
⚡ Over One Point Three Gigawatts Of Compute Coming Online
AWS will expand its Top Secret, Secret and GovCloud regions with more than one point three gigawatts of AI and HPC power. That is enough energy to run a small city or roughly one percent of the Chrome tabs open in Washington.
🧠 Government Agencies Get The Full AI Buffet
The feds will gain access to Nova, Claude, Bedrock and a range of AWS AI services. Somewhere in a quiet government office, an analyst is already asking “can this model write my reports too” with suspicious enthusiasm.
🏗️ Construction Starts In Twenty Twenty Six
This will be one of the biggest public sector AI builds ever. Imagine the groundbreaking ceremony: ten people in hard hats pretending they know what a gigawatt is.
📈 A Massive Upgrade For Federal Tech
The goal is to power everything from national security tools to scientific research. Basically, the government wants fewer spinning loading icons and more “let us simulate this in thirty seconds.”
Why It Matters: Fifty billion dollars worth of AI infrastructure means the U.S. government is about to get a tech upgrade so big it might finally catch up to the private sector. If all goes well, federal employees could soon be running models faster than their coffee machines warm up. And yes, there will absolutely be one confused office worker asking why AWS just delivered a building the size of a shopping mall.
(source: BusinessInsider)
📉 The Digest: Nvidia just clapped back at Michael Burry after he accused the company of tanking shareholder value with creative accounting. It is the closest thing Wall Street gets to a rap battle, except everyone is holding spreadsheets instead of microphones.
Key Details:
📊 Burry Says Nvidia Is Hiding Costs
He argued that long depreciation schedules and giant stock based compensation make Nvidia’s real earnings look much prettier than they are. In Burry terms, that means “I did the math and I do not like what I see.”
📝 Nvidia Says Relax, We Are Not Enron
The company sent a memo telling analysts that the fraud comparisons are nonsense. They basically said “we build GPUs, not shell companies.” You know it is serious when a firm has to clarify that it is not WorldCom.
💼 Strategic Investments Not As Big As Claimed
Nvidia also pushed back on the idea that they are hiding risky bets. According to them, the investments are tiny compared to revenue. Translation: “these are rounding errors, please stop panicking.”
📈 Analysts Are Watching Closely
Some are siding with Nvidia. Others are watching Burry like he is the financial canary in the GPU mine. Either way, everyone opened Excel today with a little more fear than usual.
Why It Matters: This fight goes beyond headlines. If Burry is right, Nvidia’s valuation could have some cracks. If Nvidia is right, the AI boom train keeps screaming down the tracks at full speed. And yes, somewhere Jensen Huang is probably polishing his leather jacket thinking “I am not losing an argument to the guy from The Big Short.”
AI regulation
(source: WashingtonPost)
🔥 The Digest: Donald Trump is pushing a full speed ahead AI agenda, but parts of his MAGA base are not exactly cheering. It turns out “Make America Great Again” gets complicated when half your supporters think AI will steal their jobs and the other half thinks it will deepfake their grandma.
Key Details:
📜 Trump Wants One National AI Rulebook
He argues that states regulating AI will slow innovation, so he wants federal control. His message is basically “trust me, I’ve got this,” while parts of his base stare at ChatGPT like it is the Terminator’s cousin.
⚠️ MAGA Influencers Are Sounding The Alarm
Figures like Steve Bannon say AI is “the most dangerous technology ever created.” When the same people who shrugged at quantum physics suddenly panic over chatbots, you know the vibes are off.
📊 His Voters Want Guardrails
Polls show nearly ninety percent of Trump supporters want strong AI protections, especially against deepfakes. Imagine being a politician whose fans fear AI so much that their top policy request is “please stop the robots from lying about me.”
🧩 A Base Divided On Tech
Some want big innovation. Others want big guardrails. And a few probably want AI to explain what a guardrail even is.
Why It Matters: This clash shows how messy AI politics are becoming. Trump wants to turbocharge the tech race, while a big part of his base is yelling “slow down, the robots are weird.” Somewhere in campaign HQ, a strategist is desperately trying to write a speech that says “we love AI but not the scary parts” without sounding like they are arguing with Alexa.
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