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fromTheregister
13 hours ago
Artificial intelligence

Amazon CEO Andy Jassy goes wobbly on AI bubble possibility

Amazon acknowledges massive AI compute demand and accepts that some investment arrangements may be circular while valuing long-term capabilities of leading AI firms.
fromSFGATE
3 months ago
Artificial intelligence

'Circular' mega-deals by Bay Area tech giants are raising eyebrows

Interconnected investments among AI companies create "circular" mega-deals that can artificially inflate valuations and risk propping up weak businesses.
fromSFGATE
3 months ago
Artificial intelligence

'Circular' mega-deals by Bay Area tech giants are raising eyebrows

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fromTheregister
2 months ago

Nvidia, OpenAI, and the trillion-dollar loop

In late 2025, a series of multi-billion-dollar deals in the artificial intelligence sector is causing déjà vu among industry veterans. Money, computer chips, and cloud credits are rotating in a closed loop among a handful of companies: Nvidia, OpenAI, Microsoft, Oracle, AMD, CoreWeave, xAI, and a few others. This has fueled a trillion-dollar AI boom or bubble built on intertwined investments and contracts.
Artificial intelligence
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