nvidia

+11

Feb 3, 2026

•

7 min read

Did Nvidia Get Claude-Pilled?

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

Neural Foundry

amazon

+11

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

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

Michael Burry

+10

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

xai

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

+11

Michael Burry Is Dead Wrong About the AI Trade

Nov 16, 2025

•

12 min read

Michael Burry Is Dead Wrong About the AI Trade

The GPU depreciation narrative collapses once you see what inference is doing to chip demand

Neural Foundry

amazon

Nvidia’s Game of Thrones: Elevating CoreWeave from Bannerman to Great House

Nov 2, 2025

•

7 min read

Nvidia’s Game of Thrones: Elevating CoreWeave from Bannerman to Great House

Nvidia’s is engaging in classic realpolitik: fragment hyperscaler buyer power and elevate a loyal ally–CoreWeave–until it stands as a Great House in its own right.

Neural Foundry

nvidia

Did Nvidia Get Claude-Pilled?

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

CoreWeave Cannot Fail

Elon Musk is Nvidia’s Secret Weapon Against Google

Michael Burry Is Dead Wrong About the AI Trade

Nvidia’s Game of Thrones: Elevating CoreWeave from Bannerman to Great House

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