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NVIDIA's $100 billion investment in OpenAI is reminiscent of late-stage bubble behavior, similar to past tech bubbles.

Sequoia-backed companies account for over 30% of the total value of the NASDAQ. Companies like Apple, NVIDIA, and Cisco were private investments when they were little.

NVIDIA is transitioning from being a graphics chip company to an AI company, with its stock value increasing significantly as AI becomes a larger use case.

NVIDIA is transitioning from a graphics chip company to an AI company, which has significantly increased its stock value from half a trillion to over four trillion dollars.

NVIDIA's investment in OpenAI is a circular deal, creating a market cap increase of $1.8 trillion. It's like the late 90s all over again!