Circular Deals Between AI Giants Spark Concerns of Tech Bubble
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Slightly gummy. The crust never quite set.
Summary
The article discusses the increasing number of circular deals between major AI companies like OpenAI, Nvidia, AMD, and Oracle, where companies are making deals with each other in a complex web of partnerships. This trend is raising concerns among analysts about a potential new tech bubble forming in the AI industry.
Key quotes
· 3 pulledThere is so much AI-on-AI dealmaking happening in the industry right now, it can be hard to keep track of who has a deal with who
increasingly, it seems everyone has a deal with everyone else
AI giants are making circular deals — and some analysts are skeptical
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znetwork.org·2h ago