The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26

人工智能 Daisy Chain、记忆是新金属,以及短暂的停机?2/2/26

The Exchange

2026-02-03

44 分钟
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Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative money will move out of metals and into memory stocks. Plus, the partial government shutdown delays the January jobs report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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