OpenAI whistleblower ditches Nvidia, AMD for crypto miners

Nvidia and the semiconductor giants are a massive bubble. The real AI winners won't be the chipmakers, but the former Bitcoin miners who control the power and infrastructure. With $8.46 billion in puts against Nvidia, AMD, and TSMC, the bet is clear: silicon is overvalued, and energy is the true bottleneck for AGI by 2027. Why gamble on chips when the power grid holds all the cards? Is it finally time to short the semiconductor hype, or is this a multi-billion dollar mistake?
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