Intelligence in Deflation, Chapter 3: Circular Financing
Nvidia invests in OpenAI, OpenAI commits to Oracle, Oracle buys Nvidia chips. $800B+ of AI deals loop among the same players. Each deal is rational. Added up, no one knows how much demand is organic.
#AI #Nvidia #OpenAI
Intelligence in Deflation, Chapter 3: Circular Financing Nvidia invests in OpenAI, OpenAI commits to Oracle, Oracle buys Nvidia chips. $800B+ of AI deals loop among the same players. Each deal is rational. Added up, no one knows how much demand is organic. #AI #Nvidia #OpenAI
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Publié le 21/10/2026 11:32
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Intelligence in Deflation, Chapter 3: Circular Financing
Nvidia invests in OpenAI, OpenAI commits to Oracle, Oracle buys Nvidia chips. $800B+ of AI deals loop among the same players. Each deal is rational. Added up, no one knows how much demand is organic.
#AI #Nvidia #OpenAI
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