OpenAI's deals are looking a little frothy
There have been many headline-grabbing AI deals recently: Nvidia investing up to $100 billion in OpenAI. OpenAI promising to buy $300 billion worth of computing power from Oracle.
Today’s indicator
in OpenAI. OpenAI promising to buy $300 billion worth of computing power from Oracle
01 Show notes
There have been many headline-grabbing AI deals recently: Nvidia investing up to $100 billion in OpenAI. OpenAI promising to buy $300 billion worth of computing power from Oracle. Oracle buying tons of chips from Nvidia.
But … where’s the money coming from? Is all this AI overhype … a bubble?
On today's show, how money flows in the AI hyperscaling flood.
Related episodes:
The messy human drama behind OpenAI
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