
The COT Daily AI Brief · Dec 31, 2025 · 4 min
Nvidia's $65B Power Play | AI Briefing 31 Dec 2025
0:00-4:38
transcript
show notes
Nvidia's massive acquisitions and SoftBank's AI investments are reshaping the tech landscape.
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What we're covering:
- The Great Vertical Consolidation
- The $40B Question
- The latest in The Infrastructure Arms Race
- And more...
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