2025-12-18 22:54:36

OpenAI's ~$100 billion funding round just shifted the entire playbook. Anyone holding a bearish take on hyperscaler capital expenditure for the near term? Yeah, that thesis is pretty much toast now. When you're moving that kind of capital into AI infrastructure—chips, data centers, compute resources—the demand signal for enterprises like major semiconductor and server players becomes impossible to ignore. Abu Dhabi's involvement sweetens the narrative even more, signaling deep-pocketed institutional money ready to back this AI arms race for the long haul. The market's reading this loud and clear: the infrastructure build-out isn't slowing down anytime soon. If anything, we're just getting started.

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SolidityJester

· 2025-12-21 11:51

100 billion dollars get dumped, the short positions rhetoric went bankrupt.

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LayerZeroJunkie

· 2025-12-21 02:49

Ten billion US dollars, directly smashing all the bearish rhetoric, the chip sector is going to da moon.

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SorryRugPulled

· 2025-12-18 23:23

Investing 100 billion USD, let's see who still dares to say that the demand for computing power has peaked. LOL

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LayerZeroHero

· 2025-12-18 23:21

10 billion dollars in a single funding round, directly hitting the bearish thesis, the chip and server sectors are well fed Bears should wake up, with this kind of money pouring in, infrastructure can't be stopped What does Abu Dhabi's participation indicate? Isn't this setting the tone for the AI arms race? The infrastructure frenzy continues, and chip stocks will be pushed up again in the short term This round of funding has directly changed the game rules, making the hyperscaler expenditure thesis completely invalid The AI infrastructure sector really feels like there's no ceiling With such huge funding injections, the bear market arguments are completely out of market, huh Money is being poured into infrastructure, and chip and server manufacturers are set to take off directly

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TrustMeBro

· 2025-12-18 23:20

Hundreds of billions have been poured in, now the chip manufacturers can really smile.

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PumpingCroissant

· 2025-12-18 22:57

Investing 100 billion dollars, who still dares to say AI infrastructure is cooling down? Just give up.

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