Fireside Alpha
@firesidealpha
SemiAnalysis's Dylan Patel predicts OpenAI and Anthropic could reach $600–700 billion in combined revenue by December 2027--and raises the possibility of $1.5 trillion by year-end
“As far as AI’s impact on the U.S. economy, if AI revenue is only $3 trillion in 2031, then, yeah,
“As far as AI’s impact on the U.S. economy, if AI revenue is only $3 trillion in 2031, then, yeah,
0:58Fireside Alpha@firesidealpha · Oct 9$QCOM CFO says its Amazon deal strengthens the path to Qualcomm’s data-center targets, while progress in “new areas” could drive a beat--and expects it to be reflected in the stock
“And we’ve given proof points now. We just talked about an Amazon deal. Very excited to discuss
“And we’ve given proof points now. We just talked about an Amazon deal. Very excited to discuss
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