
The COT Daily AI Brief · Dec 29, 2025 · 4 min
OpenAI's $700B AI Power Play | AI Briefing 29 Dec 2025
0:00-4:42
transcript
show notes
OpenAI's $700B capex and Nvidia's inference dominance reshape AI's future.
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What we're covering:
- OpenAI Projects $700B Capex by 2029
- Market Watch: NVDA
- The latest in The Infrastructure Moat
- And more...
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