Scott David

Canadian banker and bitcoin enthusiast sharing BTC News and opinions with a Canadian focus and bias. Trading on several platforms.

[Scott David @BitcoinzC]

Jensen Huang us ‘screwing’ us all

$NVDA

[Scott David @BitcoinzC]

@kevinxu Ummmm. Kimberly Powell.😬

[Scott David @BitcoinzC]

So… an affair with a Chinese spy is OK.

BUT sleep with the VP and “we’re ‘ousting’ you!”

Huh?

$NVDA

[Scott David @BitcoinzC]

@jukan05 @JensenHuang Is there any actual proof from a board member or someone inside the company. Sounds like FUD.

[Scott David @BitcoinzC]

@WatcherGuru This would be a dumb move by the board. (Unless a national security breach)

[Scott David @BitcoinzC]

@Jake__Wujastyk must have quite the SHLUANG

[Scott David @BitcoinzC]

@KobeissiLetter Her name is Katerina Huang

[Scott David @BitcoinzC]

@KobeissiLetter Word on the street is she’s a Russian spy. 🕵️

[Scott David @BitcoinzC]

@stockplaymaker1 Who knew he had such game. I’m gett’n me a leather jacket.

[Scott David @BitcoinzC]

@LeifInvests I think he must have a ‘chip’ on his shoulder 😬

[Outlier Capital @outliercapx]

Guys, do you understand how BULLISH this is for the AI Infra trade?

Barclays sellside call on Anthropic $ANT just dropped the real numbers behind the “weak Q4” narrative.

Q4’26 guide ~$19.3B (~$77B annualized) vs $81B October ARR.

Reasons: holiday seasonality + distillation removal (10% → 7% → 2%) + Opus 5.5 ~40% cheaper.

That’s it. No $META / $MSFT pullback. No demand collapse.

Meanwhile:

> Training / R&D compute ~$90B in 2027… and rises sharply after that.

> Management is deliberately over-ordering capacity so they never hit another $SPCX style crunch. Fleet utilization will go down.

> ~3.5 GW already in the press. Multi-chip strategy ($NVDA + TPU + Trainium + $AMD) + Anthropic Direct = they’re cutting middlemen and buying more directly.

> Cash burn worsens next year by design.

As I see it, this is the opposite of a slowdown.

They’re building more compute than they need right now, locking in massive non-cancelable commitments, and preparing for the diffusion wave (Cowork adoption already faster than Claude Code from a bigger base).

Every dollar of that $90B+ training spend, every extra GW, every multi-chip order hits the same chokepoints: power, photonics, data centers, interconnect, packaging, cooling.

The “weak Q4” is seasonality + price cuts + one-time distillation cleanup.

The multi-year compute build is accelerating and locked in.

IMO if you still think this is bearish for AI Infra, you’re looking at the wrong line.

PS: Credits to @labubu_trader for sharing the report.

[Scott David @BitcoinzC]

@oguzerkan Wonder if that will require more power and compute? $IREN $CRWV

[Scott David @BitcoinzC]

Who here BELIEVES that AI dies at the chatbot phase?

Didn’t think so….

In that case more POWER and COMPUTE needed.

Onward and upwards.
$IREN $CRWV $NBIS

[Scott David @BitcoinzC]

@TheBigDegen Analyst targets mean nothing.

They are fluid and subject to change at any minute.

In 2025 they were continuously being raised as $IREN AND $CIFR continuously BLEW passed them.

This will happen again.

[Scott David @BitcoinzC]

Michael Intrator “We have 10 times as much qualified demand as available capacity through the end of 2027.”

$CRWV

[Scott David @BitcoinzC]

@FirstSquawk And…. $138B IN BACKLOG.

[Scott David @BitcoinzC]

AI Demand is dying, right?

$CRWV has a BACKLOG of $132,000,000,000.

RIP neoclouds. lol.
$IREN

[Scott David @BitcoinzC]

@FirstSquawk It’s a shame AI is dead and there is no demand for power and compute. 😉

[Scott David @BitcoinzC]

Also we are going back to dial-up internet and AOL.

[Scott David @BitcoinzC]

The AI revolution has been CANCELLED due to @JensenHuang extra marital affair.

AI will no longer dramatically impact and improve every market from finance to law to healthcare.

It will NO longer be the LARGEST deflationary force in history.

Thanks a lot Jensen

$NVDA $IREN

[Scott David @BitcoinzC]

@HormuzReport Didn’t they announce this 54 times already?