Nvidia, OpenAI, Oracle: a circular AI money loop?

Starting to see this becoming clearer and clearer. “A.I.” isn’t. The companies have no idea how to turn this into profit, other than by corporate raiding, digging up investment money based on promises, and getting more people to use it. Why? “Reasons.” Mark my words: this bubble is going to burst. Hard. And LLMs will go back to being just one more tool we use, not a magitech panacea worth investing trillions in.

Echoes of the past! Vertical integration by investment may look efficient, but it also hides systemic fragility. When users become suppliers and suppliers become financiers, who’s left holding the real risk?

🚨The Multi Trillion dollar AI Triangle — and why nearly everything now flows through Nvidia Look at the chart (Not a rumor. Not a meme. Bloomberg mapped the real AI power web.) 🧩 A few insane details hiding inside: OpenAI is now valued near $500 B. Nvidia, the $4.5 T silicon king, isn’t just a supplier — it’s also investing up to $100 B back into OpenAI. Oracle is spending $300 B hosting OpenAI’s cloud. AMD ships 6 gigawatts of GPUs + gives OpenAI the right to buy 160 M shares. Microsoft, Intel, CoreWeave, xAI — all wired into the same trillion-dollar loop. This isn’t “AI startups” anymore. This is AI geopolitics. Everyone feeds Nvidia. Nvidia feeds everyone. What’s forming here isn’t just an industry — it’s an AI economy. A closed-loop system where money, compute, and power circulate among a handful of nodes. 🔍 My take: The next decade of AI won’t be decided by who builds the best model. It’ll be decided by who controls the infrastructure the chips, the compute, the cloud. 💡 Your turn: Where does the next power node appear? Under OpenAI? Under Nvidia? Or under someone the world’s still underestimating — like AMD or CoreWeave? #ArtificialIntelligence #Nvidia #OpenAI #TechInfrastructure #AIEconomy #Semiconductors #AIGeopolitics

Satya Nadella says Microsoft Holds Full Access to OpenAI’s AI Chip IP In a recent interview, Microsoft CEO Satya Nadella revealed that the company has full access to OpenAI’s system-level intellectual property related to AI accelerators — excluding only consumer hardware. Nadella emphasized that Microsoft receives “all of it” when asked about the extent of access. This strategic alignment comes as OpenAI and Broadcom embark on a multi-year collaboration to co-develop 10 gigawatts of custom AI accelerators and networking systems. Nadella noted that Microsoft had previously shared its own IP with OpenAI while building supercomputers, creating a reciprocal flow of innovation. With this access, Microsoft is positioned to evolve its in-house silicon, Maia, at a measured pace while continuing to rely heavily on NVIDIA GPUs. Nadella acknowledged that any new accelerator must compete with NVIDIA’s robust ecosystem, citing total cost of ownership as a key factor. He also highlighted Microsoft’s experience managing mixed-silicon environments, referencing past integrations of Intel, AMD, and Cobalt chips. The company plans to first deploy OpenAI-designed systems internally before expanding them across its broader infrastructure. Microsoft’s approach reflects a balance between internal innovation and leveraging industry-leading hardware, ensuring its silicon roadmap aligns closely with its AI model development. Join Artificial Intelligence School to explore expert-led programs designed to keep you ahead in the evolving world of AI and chip innovation. #aischool #artificialintelligenceschool #AI #OpenAI #Microsoft #AIChips #Semiconductors #TechNews #CloudComputing #NVIDIA #Broadcom #Maia #ArtificialIntelligence

Lately everyone has been chanting about the "AI BUBBLE" and referring it as a structured "CORPORATE PONZI SCHEME". Let me explain why people are concerned and flagging it to be the next "FINANCIAL CRISIS". There are 4 main players of this story. 1. NVIDIA designs & manufacture the GPUs that all AI tools need. 2. OpenAI develops advanced AI tools like chatGPT & DALLE-E that needs GPUs. 3. Oracle that builds and rent out the data centers where AI tools are deployed & run. NVIDIA invested $100B in OPEN AI, which OPEN AI can use to buy GPUs from NVIDIA. OPEN AI signed a deal with ORACLE for renting out their servers for $300B, the Biggest deal in the history. Moreover, the ORACLE will use the rentals to buy GPUs from NVIDIA. As per estimates the OPEN AI has pledged $500B of agreements for developments in AI infrastructure mainly from ARM, MICROSOFT, NVIDIA & ORACLE. That means all the money will be capitalized to buy more GPUs & Data centers ultimately benefiting the ORACLE & NVIDIA. How it can be a financial Crisis? Everyone is betting on the AI and the majority of the investments are being made on a single sector making it very saturated. Further, as per recent earnings OPEN AI is valued at $500B but still not in a position to earn from it. Tech giants are investing in OPEN AI, which then further using the cashflows to buy goods & servicing from them. Thus creating a moneyflow without impacting the books (Bubble). Either AI will be negative in short term & massively profitable in the long run making all the giants to the valuation beyond expectations or AI will upset everyone with poor performance and inflating the Books via accounting scams and ultimately taking down the whole economy. #NVIDIA #OPENAI #MICROSOFT #ORACLE #AIBUBBLE #GPU #CHATGPT #AMD #GROK

Right now, everyone's buying Nvidia GPUs for AI workloads. David B. Yoffie, Harvard Business School professor and former Intel board member for 30 years, thinks that dominance has a shelf life. His reasoning: "The big question is how much capacity will be used for training versus inference. For inference, you don't need a high-power GPU. You can use a CPU and an accelerator at a fraction of the cost." This matters because the economics are fundamentally different. Training requires massive parallel compute. That's GPU territory—expensive, power-hungry, Nvidia's home field advantage. But inference is where most AI applications actually run after training is complete. Every ChatGPT query, every image generation, every recommendation system in production—that's inference. And inference doesn't need the same horsepower. You can run it on cheaper chips with custom accelerators designed for specific workloads. That's why Amazon, Google, and Microsoft are all building their own silicon. Not to compete with Nvidia on training. To own the inference economics as AI moves from research to production at scale. Yoffie's timeline: "In the next 18 months, absolutely not. But in 3-4 years, it starts to eat into Nvidia's share." Where do you think the value creation happens—training or inference? #AI #ProductStrategy #VentureCapital #TechStrategy #CloudComputing

💸 𝗧𝗵𝗲 𝟭 𝗧𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝗟𝗼𝗼𝗽 𝗼𝗳 𝗔𝗜 𝗣𝗼𝘄𝗲𝗿 A few weeks ago, Bloomberg revealed something fascinating — the world’s biggest AI companies are investing, buying, and building with each other in a closed trillion-dollar cycle. Look at the connections 👇 ⚙️ 𝗢𝗽𝗲𝗻𝗔𝗜 (💲500𝐁) — Buys Nvidia & AMD GPUs, signs a 💲300𝐁 cloud deal with Oracle. 💾 𝗡𝘃𝗶𝗱𝗶𝗮 (💲4.5𝐓) — Supplies chips to everyone, invests up to 💲100𝐁 back into OpenAI. ☁️ 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 (💲3.9𝐓) — Owns 49% of OpenAI, runs its models on Azure powered by Nvidia GPUs. 🧠 𝗢𝗿𝗮𝗰𝗹𝗲 — Spends tens of billions on Nvidia chips, earns it back through OpenAI’s cloud contract. 🔥 𝗔𝗠𝗗 — Competes with Nvidia, gives OpenAI an option to buy 160𝐌 shares. 🚀 xAI, CoreWeave, Mistral, Figure AI, Nscale — All powered by the same GPU backbone. What’s happening here isn’t competition — it’s a 𝗰𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝗔𝗜 𝗲𝗰𝗼𝗻𝗼𝗺𝘆, where a handful of companies control the entire ecosystem of: 🖥️ 𝗖𝗼𝗺𝗽𝘂𝘁𝗲 ☁️ 𝗖𝗹𝗼𝘂𝗱 🤖 𝗠𝗼𝗱𝗲𝗹𝘀 📊 𝗗𝗮𝘁𝗮 Together, they’re spending over 💲1 𝗧𝗿𝗶𝗹𝗹𝗶𝗼𝗻 back and forth, accelerating AI growth faster than any industry in history. This isn’t just tech — it’s 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗴𝗿𝗮𝘃𝗶𝘁𝘆 shifting in real time. #𝗔𝗜 #𝗢𝗽𝗲𝗻𝗔𝗜 #𝗡𝘃𝗶𝗱𝗶𝗮 #𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 #𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 #𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 #𝗕𝗹𝗼𝗼𝗺𝗯𝗲𝗿𝗴 #𝗧𝗲𝗰𝗵𝗘𝗰𝗼𝗻𝗼𝗺𝘆 #𝗙𝘂𝘁𝘂𝗿𝗲𝗢𝗳𝗔𝗜

Wild: Sam Altman just played Nvidia, AMD, and Broadcom into a trillion-dollar AI trap - and they thanked him for it 😳 WSJ recently published a major story on OpenAI. Here’s what it just revealed: In June, after leaks that OpenAI might switch to Google’s TPUs, NVIDIA freaked. Days later, Jensen Huang rushed to revive a $100 billion deal with Sam. Altman’s move? Pure game theory. He made Nvidia feel replaceable - then locked them in forever. But he didn’t stop there. → Signed a 5-year AMD deal (up to 10% equity). → Added Broadcom for custom AI chips. → Tied in Oracle + SoftBank for $300B of cloud capacity. Now every major chip and infra player has skin in OpenAI’s game. If OpenAI wins → everyone profits. If OpenAI fails → everyone bleeds. That’s not diversification. That’s entanglement. Altman is making OpenAI too big to fail - not through regulation, but through dependency. He’s weaponized FOMO at a trillion-dollar scale. Made Nvidia panic. Made AMD relevant. Made Broadcom essential. And in the process, he turned OpenAI from a company into an ecosystem linchpin, where one model’s fate could ripple through markets, power grids, and entire supply chains. Love him or hate him, but you’re watching the most aggressive power play in modern tech history. --- Need an AI Consultant or help building your career in AI? Message me now

🚔 AI Infrastructure Is Fuelling the Future! Artificial intelligence is reshaping the world — but some of its most powerful transformations are happening offstage. Beyond the breakthroughs in models and capabilities, a handful of dominant players are quietly engineering a new system — one that lives in the balance sheets and boardrooms. OpenAI, NVIDIA, AMD, Broadcom, and CoreWeave aren’t just pushing technical frontiers. They’re building a financial and infrastructure ecosystem where investment, compute, and demand circulate in a tightly held loop. In September 2025, Nvidia announced plans to invest up to $100 billion in OpenAI — funding the next generation of models while securing demand for its own hardware. OpenAI, in turn, committed to building 10 gigawatts of Nvidia-powered data center capacity. Soon after came a deal with AMD — a chip supply partnership paired with an option for OpenAI to acquire a 10% equity stake. That gives OpenAI a second compute source and strategic influence over AMD’s roadmap. Then came Broadcom — co-developing custom AI accelerators that pull chip design directly into OpenAI’s strategic core. And finally, CoreWeave: a $6.5 billion infrastructure contract running on Nvidia chips. Nvidia owns a stake in CoreWeave, and CoreWeave powers OpenAI’s compute. The value loop closes neatly — capital, hardware, and demand circulating within a shared ecosystem. This “circular economy” of AI infrastructure creates undeniable advantages: 🎃 Predictable demand and production for hardware makers 🦄 Access to massive compute capacity for AI labs 🎸 Deeper integration between software and silicon But it also introduces new fragilities. When investment, supply, and customers are this tightly coupled, slowdowns ripple through the network. Barriers to entry rise. Access to compute may concentrate further into a few hands. The companies building the future of AI are also redesigning how that future is funded, delivered, and scaled. We’re witnessing not just a technological revolution — but a transformation in the financial architecture of intelligence itself. #AI #Nvidia #OpenAI #AMD #Broadcom #CoreWeave #Infrastructure #ArtificialIntelligence #AICompute #AIInfrastructure