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Artificial intelligence
from24/7 Wall St.
1 week ago

Battle of the $100 Billion Deals: AMD & NVIDIA Both Pin Strategy Hopes on OpenAI

NVIDIA and AMD secured major OpenAI chip deals, with NVIDIA gaining partnership scale and AMD accepting dilutive warrants to secure anchor-tenant system-building status.
#openai
from24/7 Wall St.
1 week ago
Silicon Valley

NVIDIA's $100 Billion OpenAI Deal In Focus: Are We In an AI Bubble?

OpenAI's multi-hundred-billion chip commitments are driving semiconductor demand and creating concentrated vendor financing arrangements that increase systemic risk across the AI hardware supply chain.
fromwww.theguardian.com
2 weeks ago
Artificial intelligence

Do OpenAI's multibillion-dollar deals mean exuberance has got out of hand?

OpenAI's financing-linked chip deals with Nvidia and AMD create circular investments resembling vendor financing and raise bubble concerns amid rapidly rising AI valuations.
more#openai
Artificial intelligence
fromBusiness Insider
2 weeks ago

In Big Tech's knotty game of AI Twister, what happens when a giant slips?

Big tech rivals form complex, finance-backed dependencies through massive AI compute and partnership deals, creating risky interdependence despite fierce competition.
fromFortune
1 month ago

How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking. | Fortune

Nvidia's announcement earlier this week that it is investing $100 billion into OpenAI to help fund its massive data center build out has added to a growing sense of unease among investors that there is a dangerous financial bubble around AI, and that the revenues and earnings math underpinning the valuations of both public and private companies in the sector just doesn't add up.
Artificial intelligence
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