Curated Capital sees AI growth continuing despite Nvidia leadership crisis
NVDA•NVDA•NVDA•NVDA•Curated Capital said Nvidia’s leadership crisis is expected to reverberate across technology markets for months without materially slowing AI expansion. It cited Nvidia’s 10.5-times consensus calendar 2027 earnings valuation and strong demand for Anthropic’s proposed $100 billion IPO, which would imply a $1.3 trillion valuation.
Curated Capital said Nvidia’s leadership crisis is expected to reverberate across global technology markets for months, without materially slowing AI expansion. Nvidia’s shares trade at 10.5 times consensus calendar 2027 earnings, the firm said, despite Jensen Huang’s resignation.
Anthropic’s proposed $100 billion IPO drew demand exceeding the offering several times, supporting a $1.3 trillion valuation and broader AI sentiment. Brent crude fell more than $24 per barrel in 12 days to just above $93 as rising OPEC output signaled surplus supply. UK third-quarter GDP rose 0.7%, taking annual growth to 1.9%; Curated Capital criticized official forecasts as too pessimistic.
