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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 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.
NVIDIA's partnership with OpenAI involves investing $100 billion over time, potentially generating $400 billion in revenue for NVIDIA.
NVIDIA's partnership with OpenAI involves a $100 billion investment, potentially generating $400 billion in revenue for NVIDIA.