Kunst: AI may not match insane costs with revenue in the short term
Sarah Kunst, Managing Director at Cleo Capital, says Nvidia’s OpenAI deal is clever, warns of an AI bubble, and stresses ...
Friday, February 27, 2026
Tag: Kunst
Kunst: Nvidia and TSMC have unique offerings, Oracle does not
Sarah Kunst, Managing Director at Cleo Capital, doubts Oracle’s AI revenue promises, citing weak moats, reliance on DC ties, and ...
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