Yahoo's Market Hang discussion: GPUs sitting in warehouses without power and the same AI trade
In this episode of Yahoo's Market Hang, the hosts and guests including KraneShares Chief Investment Officer Brendan Ahern and Raymond James Chief Market Strategist Matt Orton start with the 261-page Anthropic S-1 and discuss hundreds of millions of dollars' worth of GPUs sitting in warehouses without power, the grid's inability to keep up as the real bottleneck, and how everyone is effectively in the same AI trade.
Yahoo Finance ·