
The COT Daily AI Brief · January 2 · 4 min
Nvidia's $5B Intel Power Play | AI Briefing 2 Jan 2026
0:00-4:49
transcript
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Nvidia's $5B Intel stake and bipartisan AI gridlock reshape tech's future.
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What we're covering:
- The $5 Billion Bet on Verticality
- The Soul Computer
- The latest in Physical Infrastructure
- And more...
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