According to @CNBC, this week’s AI focus includes fresh bubble warnings, Google’s AI comeback, and a China-related threat to Nvidia, highlighting valuation risk, mega-cap AI competition, and China exposure as key trading drivers for AI equities. source: CNBC For cross-asset context, AI-linked crypto tokens such as RNDR and FET rallied alongside Nvidia’s blowout results on Feb 22, 2024, evidencing sensitivity of AI tokens to NVDA catalysts. source: Reuters, Feb 22, 2024 CNBC’s emphasis on Nvidia’s China risk frames NVDA headlines as a relevant focal point for monitoring AI-equity and AI-token sentiment given prior NVDA-linked moves in AI tokens. source: CNBC; Reuters, Feb 22, 2024 CNBC’s mention of Google’s AI comeback places attention on GOOGL’s AI positioning within mega-cap tech, a factor that can influence AI sector leadership rotations tracked by equity traders. source: CNBC

According to @KobeissiLetter, NVIDIA CEO Jensen Huang said he thinks OpenAI will be the next multi-trillion dollar hyperscale company in the context of NVIDIA’s reported $100B investment in OpenAI. source: The Kobeissi Letter on X For equity traders, MSFT is a key OpenAI partner via Azure cloud, linking Microsoft’s AI exposure to OpenAI’s growth narrative alongside NVDA in the AI trade basket. source: Microsoft company blog on the OpenAI partnership; OpenAI public partnership statements For crypto traders, AI narrative proxies include Render (RNDR) focused on decentralized GPU rendering and Fetch.ai (FET) focused on autonomous agents, which are commonly tracked during AI-driven headlines. source: Render Network documentation; Fetch.ai project documentation The $100B investment figure is attributed solely to the cited post and should be cross-checked against primary company disclosures before trading decisions. source: The Kobeissi Letter on X