#378 | Situational (Un)Awareness, MSFT, META, AMZN Quartalszahlen, OpenAI Presence, AI-Slop

00:01 – Intro: Die Themen der Woche im Überblick 03:07 – Die AI-Wette in der Crunchtime 05:25 – NVIDIAs 250-Milliarden-Dollar-Garantie für OpenAIs Rechenzentren Nvidia in talks with OpenAI to guarantee $250 billion financing for data center, WSJ reports (Yahoo Finance) Big Tech's AI Debt Binge Tests High-Grade Market, Barclays Says (Yahoo Finance) 06:50 – Microsoft-Zahlen: Azure wächst 43 %,…