
The COT Daily AI Brief · Dec 26, 2025 · 6 min
Nvidia's $20B Inference Bombshell | AI Briefing 26 Dec 2025
0:00-6:02
transcript
show notes
Nvidia's $20B pivot and AI's infrastructure debt crisis are reshaping tech's future.
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What we're covering:
- Nvidia's $20B Strategic Pivot to Inference
- The Efficiency Paradox
- The latest in The Infrastructure Layer
- And more...
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