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jensen huang

ai

+11

Did Nvidia Get Claude-Pilled?
LockSimple

Feb 3, 2026

•

7 min read

Did Nvidia Get Claude-Pilled?

Inside Nvidia’s quiet loss of certainty about OpenAI’s inevitability

Neural Foundry
Neural Foundry

amazon

+11

The Anti-Google Alliance: Why the Hyperscalers Are Backing OpenAI Like Their Businesses Depend on It
LockSimple

Feb 1, 2026

•

9 min read

The Anti-Google Alliance: Why the Hyperscalers Are Backing OpenAI Like Their Businesses Depend on It

Why Microsoft, Amazon, and Nvidia are quietly funding a single chokepoint to stop Google from owning AI defaults

Neural Foundry
Neural Foundry

Michael Burry

+10

CoreWeave Cannot Fail
LockSimple

Jan 30, 2026

•

9 min read

CoreWeave Cannot Fail

Why depreciation math matters less when you become indispensable to the AI war effort

Neural Foundry
Neural Foundry

xai

+8

Elon Musk is Nvidia’s Secret Weapon Against Google

Dec 14, 2025

•

10 min read

Elon Musk is Nvidia’s Secret Weapon Against Google

Why Nvidia needs a war-speed partner in Elon Musk to win the next AI cycle

Neural Foundry
Neural Foundry

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