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

The circular deal theory in AI involves companies like NVIDIA investing in OpenAI, which then uses the money to buy compute from NVIDIA, creating a cycle of revenue between the companies.

The AI market might see a crash similar to the early 2000s, but this would be an opportunity to invest as AI is expected to continue growing.

The deal between NVIDIA and OpenAI feels like a late-stage bubble, reminiscent of past financial engineering tactics.

NVIDIA's $100 billion investment in OpenAI involves using NVIDIA's AI semiconductors in OpenAI's data centers, raising concerns about late-stage bubble dynamics similar to past tech bubbles.

Analysts are warning about AI bubble fueled by companies pouring money into each other's coffers. It's a ticking time bomb!

The agreement between OpenAI and AMD comes just weeks after OpenAI revealed a $100 billion chip deal with NVIDIA.

AI is likely to experience a financial bust due to over-financing, similar to past tech bubbles, where the cost of capital becomes unsustainable.

The circular nature of these deals, where companies like Nvidia invest in AI startups who then buy their chips, is raising fears of a bubble in AI.

The AI bubble remains large but hasn't popped. Companies like OpenAI are selling a high-margin story while hoovering capital cheaply and investing in infrastructure, which may not depreciate as fast as expected.