GPUs with nowhere to plug in, and what it means for your money | Market Hang

Hundreds of millions of dollars of GPUs are sitting in warehouses with no power to run them, and that is where this hour ends up. Ejaaz Ahamadeen, host of In the Loop, has read all 261 pages of Anthropic's S-1. Brendan Ahern, Chief Investment Officer of KraneShares, which holds Anthropic in one of its ETFs, warns everyone is in the same trade whether they call it QQQ, SPY or VOO. Matt Orton, Chief Market Strategist at Raymond James Investment Management, and Yahoo Finance's Julie Hyman on where to put money that is not AI.

Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance, hosted today by Nancy Tengler, CEO and Chief Investment Officer of Laffer Tengler Investments.

Timestamps
0:00 The ticker is ANT, and the host objects
1:43 Why the filing is lifting the Nasdaq
2:59 Separating operating losses from the headline loss
5:21 Customer concentration, read two ways
7:32 Why Meta is not named as a competitor
9:03 Philip Morris, Betamax, and what a risk section is for
11:27 57% of Americans say AI is bad for society
12:47 Employees are voters, and regulation follows
14:57 Data centers are already in political ads
16:16 Is China a real rival or a boogeyman
20:04 What a guppy is, and which neo clouds survive
21:21 Why buy a neo cloud when Micron is cheap
23:24 Circular financing and what it does to chip demand
24:49 The cheapest multiple Nvidia has ever traded at
27:07 Two thirds of world market cap is the US
30:02 Is Nvidia channel stuffing
31:02 GPUs in warehouses with nowhere to plug in
34:06 All 261 pages of the S-1
35:23 Two dollars of revenue for every dollar of compute
39:23 Experimentation is not retention
42:42 Physical AI, and the parts nobody owns
44:36 Who is this era's Lucent
46:33 Where AI is actually paying for itself
51:01 Where to put money that is not AI
56:12 Close

#Anthropic #AITrade #DataCenters #MarketHang #YahooFinance

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