Circular Deals Between AI Giants Spark Concerns of Tech Bubble
OpenAI and Nvidia. Oracle and OpenAI. Nvidia and Oracle. Today on the Big Take: AI giants are making circular deals — and some analysts are skeptical.
Read the full articleYou might also wanna read
The Risks and Rewards of AI Circular Deals
AI circular deals promise efficiency but raise questions about market transparency and fairness. Are these deals a step forward or a blind s
Fears Grow About OpenAI Deals with NVIDIA, Oracle
NVIDIA pledges $100 billion to OpenAI, and Oracle stock goes up. Are we deep into bubble territory?
The AI Bubble Is About to Burst as Token Subsidies End
The AI industry is indeed a massive bubble, and OpenAI, Anthropic and others are going to start unraveling soon. Here's where I think the AI
SpaceX, OpenAI, and Anthropic IPOs raise questions about AI market bubble
SpaceX just had its IPO, with Anthropic and OpenAI both set to launch initial public offerings soon — their collective financial weight thre
BIS and Oracle signal growing concerns over AI market bubble
Oracle's down more than 40% this month, the BIS thinks AI could destroy the economy, and we've got the Kettle on for a chat about the whole
AI Bubble Risks: Experts Warn of Overinvestment and Financial Entanglements Among Tech Giants
Yale SOM leadership expert Jeffrey Sonnenfeld and co-author Stephen Henriques write that the tangle of AI deals among tech giants could be s

Comments
Sign in to join the conversation.
No comments yet. Be the first.