DeepSeek's $100B AI Revenue Eases Bubble Concerns

Key Takeaways

• <ul><li>DeepSeek earns ~$100 billion per gigawatt per year in inference revenue, about 2.5x Nvidia hardware costs per gigawatt</li><li>Nvidia trades at 18x forward earnings, down from a three-year average of 30x</li><li>SpaceX's AI revenue estimated at $19.5 billion per gigawatt, paying off hardware in ~2 years</li><li>Meta raised $35 billion in stock offerings and is named the likely big AI winner by Scott Galloway</li><li>Anthropic's IPO could value the company at over $1.5 trillion and may pull money from Nvidia, Microsoft, and Amazon</li><li>Rural small businesses target 80% AI adoption by 2026, with most spending under $100/month on AI tools</li><li>Etsy now requires at least one unedited product photo from sellers by year-end</li><li>SIU Medicine receives $2 million for AI-powered medical education lab</li><li>A Vanderbilt and ITEP report outlines 34 ways to tax AI at local, state, and federal levels</li><li>Tech stocks rose on AI optimism while Brazil's market plunged 14% after Lula's election win</li></ul>

DeepSeek revenue stat challenges AI bubble fears

Gavin Baker of Atreides Management reported that DeepSeek earns $38 in inference revenue per GPU hour off-peak, totaling about $100 billion per gigawatt per year. This is roughly 2.5 times the $40 billion of Nvidia hardware in a gigawatt, meaning customers can afford Nvidia's prices. Short seller Jim Chanos estimates SpaceX's AI revenue at about $19.5 billion per gigawatt, which would still pay off the hardware in about two years. Nvidia now trades at 18x forward earnings, below its three-year average of 30x.

Scott Galloway names Meta as AI big winner

Scott Galloway identified Meta Platforms as the likely big winner of the AI boom, citing its strong advertising moats and capital for the AI arms race. Meta launched about $35 billion in stock offerings on Monday, including $22.5 billion in Class A common stock and $12.5 billion in mandatory convertible preferred stock. Meta's ad business brought in $201 billion in revenue in 2025, and the company plans another $60 billion share program in 2027. The stock trades at 20x forward earnings, below its three-year average of 23x.

Cramer warns Anthropic IPO will drain AI stock money

Jim Cramer warned that Anthropic's upcoming IPO will pull significant money away from other AI stocks including Nvidia, Microsoft, Amazon, and Alphabet. Meta launched $35 billion in stock offerings on the same day Anthropic reportedly filed for its IPO. Anthropic's IPO could value the company at over $1.5 trillion. Nvidia trades at 17x forward earnings, the low of its three-year range, while Microsoft at 27x forward earnings has more room to fall. Cramer noted that a successful Anthropic IPO could boost confidence in the AI data center theme.

Stocks rise as Anthropic files for US IPO

Stocks mostly rose on Monday as investors showed renewed optimism around AI, with Anthropic filing for a US IPO and Meta announcing a $95 billion equity raise. SpaceX also struck a $40 billion deal with Apollo Global Management for AI chip funding. The Anthropic IPO could value the company at a record-breaking $1.5 trillion or more. Brazil's financial assets plunged after Luiz Inacio Lula da Silva won the presidential election, with the Brazilian real falling 8.5%. Tech stocks rebounded despite concerns about the AI bubble deflating.

Trading Day: AI optimism lifts stocks, Brazil tumbles

Stocks rose on Monday with the Nasdaq up 0.8%, S&P 500 up 0.7%, and Dow up 0.3%, driven by AI optimism as Anthropic filed for IPO and investors awaited Big Tech earnings. Brazil's stocks fell 14% and the real dropped 8.5% after Lula's election win. Oil slipped with Brent down 0.8% and WTI down 1.5%, while gold rose 0.5% above $4,000 per ounce. Half of the G10 central banks were set to decide interest rates this week, with New Zealand and Canada expected to hike. Tesla rose 5% while DoorDash fell 6%.

Shenzhen Component falls 1.2 percent as AI hardware stocks decline

The Shenzhen Component index dropped 1.2 percent to 11,534 points on Monday. AI hardware stock declines weighed on the market for the second straight day. The China Industrial Profits report showed a 3.5 percent year-over-year increase in first half profits. The report was positive for the economy but did not significantly affect the market. The index is expected to keep trading in a narrow range based on AI hardware performance.

Rural small businesses target 80 percent AI adoption by 2026

AI adoption among rural small business owners is expected to reach 80 percent by 2026. Graduates of the Goldman Sachs 10,000 Small Businesses programme saw usage rise from 56 percent in 2024 to 77 percent in 2025 and 86 percent in 2026. Most AI-using owners rely on free tools or spend less than $100 per month. However, only 18 percent use agentic AI and 19 percent use AI coding tools. A lack of technical expertise remains a major barrier to deeper integration.

Retailers share how they use AI in their businesses

Retailers at the High Point Market shared how they use AI in their daily operations. Many use AI for advertising, social media, and customer communication. Some use ChatGPT and Claude for marketing and data analysis. Others use AI for room rendering, photography, and inventory management. Most retailers use AI cautiously and report it saves time on repetitive tasks.

Etsy requires unedited product photos under new AI policy

Etsy updated its AI policies to require sellers to provide at least one unedited photo of the actual item. The change aims to improve product recommendation accuracy and reduce misinformation. Sellers must comply with the new requirements by the end of the year. The policy helps buyers clearly understand what they are purchasing. Etsy says it will work with sellers to ensure a smooth transition.

SIU Medicine gets $2 million for AI medical education

The Springfield Memorial Foundation and SIU School of Medicine announced a $2 million investment in AI medical education. The foundation provided a $1 million grant matched by a $1 million commitment from SIU. The funds will support the Ed Curtis Laboratory for Innovation in Medical Education. Students will use AI and extended reality for virtual patient encounters and surgical simulations. The goal is to better prepare future physicians for real clinical environments.

Five AI tools help Australian students and researchers tackle tasks like literature reviews and thesis chapters. The article compares these assistants to guide users in picking the right one for academic work. The comparison focuses on practical use rather than a pure model shoot-out. The newest models from providers like OpenAI launched close together in 2026.

Australian students and researchers can choose from five serious AI assistants for academic work. OpenAI lists GPT-6.1 Sol among the best tools for research tasks like literature reviews and thesis chapters. The article compares these tools based on practical use rather than a pure model shoot-out. The newest models arrived within weeks of each other in 2026.

A report from Vanderbilt and ITEP lists 34 ways to tax AI across local, state, and federal levels. The paper warns that policymakers have many options if they want to tax AI. The Institute on Taxation and Economic Policy is a non-profit group that studies tax policy. It provides data-driven recommendations for fair and sustainable tax systems.

A report outlines 34 different ways to tax AI across local, state, and federal jurisdictions. The paper comes from the Vanderbilt Policy Accelerator and the Institute on Taxation and Economic Policy. ITEP is a non-profit, non-partisan tax policy organization that conducts rigorous analyses of tax and economic proposals. The authors state that policymakers will not lack options if they fail to tax AI.

Sources

• “Seems Important”: New DeepSeek Stat Explodes AI Bubble Fears
• Scott Galloway Picks Meta as AI’s “Big Winner” as Its $35 Billion Raise Lifts the Stock
• Anthropic’s IPO Will “Suck a Massive Amount of Money” From AI Stocks, Cramer Warns
• TRADING DAY-AI light, Brazil flight
• Trading Day: AI light, Brazil flight
• Shenzhen Component closes 1.2 percent lower as AI hardware slides
• Rural small business owners see 80% AI adoption by 2026, but technical barriers persist
• How are retailers using AI in their businesses?
• Etsy updates AI policies, requiring unedited product photos
• Springfield Memorial Foundation and SIU School of Medicine make $2 million investment in AI medical education
• Best AI for Research: 5 Rivals, US$0 Entry [2026]
• Vanderbilt Policy Accelerator: 34 Ways to Tax AI