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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Joined CNBC's Squawk Box to talk about how 70% of AI revenues are coming from Anthropic and OpenAI, NVIDIA's vendor financing by proxy, and how outside of unprofitable AI labs, there's single-digit billions of dollars of demand for AI compute and software.
youtu.be/8GWPjTDPVIM
https://youtu.be/8GWPjTDPVIM
2026-08-12T12:54:20.865Z