Nvidia, Microsoft, and OpenAI: This Chart Captures AI’s ‘Circular Financing.’ Barron’s The Guardian view on an AI bubble: capitalism still hasn’t evolved to protect itself | Editorial The Guardian Nvidia, Microsoft, and OpenAI Have Investors Going in Circles. This Chart Shows How. Barron’s This central bank says what the Federal Reserve won’t Axios This Is How the AI Bubble Bursts Yale Insights Source link
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Goldman Sachs Weighs In on Nvidia Stock as ‘Circular Revenue’ Debate Gains Steam
Nvidia (NASDAQ:NVDA) might see its $100 billion OpenAI deal as old news already, with this week bringing another blockbuster agreement for the ChatGPT maker – this time with Nvidia’s rival, AMD. Still, that earlier deal and other strategic investments by Nvidia have sparked investor debates over how these arrangements are structured, and whether the company’s equity stakes in AI startups …
Read More »CoreWeave CEO pushes back against circular investment concerns
In a interview Wednesday with CNBC’s Jim Cramer, CoreWeave CEO Michael Intrator brushed off concerns that the company’s deals with other artificial intelligence giants are circular investments, saying such a narrative is “fundamentally flawed.” “The reality of the situation is, really large, really important technology companies across the space are buying infrastructure to deliver it to their clients — Meta, …
Read More »Big AI’s reliance on circular deals is raising fears of a bubble
Nvidia CEO Jensen Huang has characterized his company’s $100 billion OpenAI investment as an opportunity to invest in the next “multitrillion-dollar” company. Nvidia itself is part of that club, with a market valuation of $4.5 trillion. Investments like Nvidia’s in OpenAI are predicated on “the confidence in the revenues” a company can sustain, Huang said on the “BG2” technology podcast. …
Read More »OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals – Bloomberg.com
OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals Bloomberg.com Nvidia Stock Rebounds After AMD-OpenAI News; Is It A Buy Now? Investor’s Business Daily Jensen Huang doesn’t care about Sam Altman’s AI hype fears: He thinks OpenAI will be the first ‘multitrillion-dollar hyperscale company’ Fortune Nvidia and OpenAI plot massive GPU expansion Yahoo Finance Nvidia Stock Drops After AMD OpenAI Deal. …
Read More »Nvidia’s $100 billion investment in OpenAI has analysts asking about “circular financing” inflating an AI bubble
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 …
Read More »Nvidia’s Massive OpenAI Deal Fuels ‘Circular’ Financing Concerns – Bloomberg.com
Nvidia’s Massive OpenAI Deal Fuels ‘Circular’ Financing Concerns Bloomberg.comView Full Coverage on Google News Source link
Read More »What was the circular sensor Pauline Ferrand-Prévot was wearing on her back at the Tour de France Femmes?
Pauline Ferrand-Prévot rode to victory on the final stage of the Tour de France Femmes yesterday, clinching the overall race title in the process. The win represented the first French win in a female version of the Tour de France (which has been run on and off in various formats over the years) since Catherine Marsal’s victory in the 1990 …
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