
The COT Daily AI Brief · Dec 30, 2025 · 5 min
OpenAI's $700B Capex Plan Redefines AI Stakes | AI Briefing 30 Dec 2025
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OpenAI's $700B capex plan and China's GPU launch redefine global AI stakes.
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What we're covering:
- The $700 Billion Capex Wall
- Sovereign Silicon Shift
- The latest in The Compute Arms Race
- And more...
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