Rate Of Return
Traded ValueGoogle $44.3 billion guarantee: Service for Anthropic, deployment of TPU, third-party data center operator Fluidstack takes over the lease
NVIDIA $250 billion guarantee (in negotiation): Service for OpenAI, SoftBank S&B Energy develops Ohio data center, deployment of NVIDIA GPU
(Deepseek and Kimi do not need guarantees; Dongda directly subsidizes... The AI competition has devolved into a one-on-one match between Dongda and cloud providers. Where is the AI bubble? This pullback is just a halftime break; let's wait and see for the second half!)
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