Eisman sees AI capex chain hinging on OpenAI and Anthropic
Steve Eisman, who bet against subprime, argues the AI capex behind half of US growth depends on two money-losing companies, while private credit risks look painful but not systemic.
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Eisman: 70% of hyperscaler AI revenue rests on two labs
Investor Steve Eisman argues AI's chain from Nvidia to Oracle depends on two cash-burning labs without moats, yet admits he cannot say whether this is a bubble.
AI capex hits 5-6% of GDP and demand still outruns supply
SemiAnalysis's Dylan Patel and Jordan Nanos on whether $2 trillion of AI capex can pay back, Nvidia's $588 billion of backstops and neocloud security failures.