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  1. Gary Marcus Warns Investors Against Anthropic IPO Over Data Center Overbuilding — Bloomberg AI
  2. Sixth Street CEO Waxman Expects 'Dislocations' in AI Investment Cycle — Bloomberg AI
  3. Sixth Street CEO Alan Waxman Discusses AI Investment Cycle on Bloomberg Deals — Bloomberg AI
  4. Nvidia's 2025 US filings undercounted chips sold to Megaspeed via partners by 50K — Techmeme
  5. Markets reel from revelations of Nvidia CEO Huang's alleged affair with suspected Chinese spy — Bloomberg AI
  6. AMD Shares Jump 13% as Wall Street Rekindles AI Chip Trade — Bloomberg AI
  7. ETF strategists discuss AI and tech names on Bloomberg ETF IQ — Bloomberg AI
  8. Partners Capital CEO Warns AI-Driven Returns May Leave Portfolios Dangerously Concentrated — Bloomberg AI

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