NVIDIA’S $100B BET ON OPENAI RAISES BUBBLE FEARS
Nvidia will invest up to $100 billion in OpenAI to expand data centers powered by its chips. Analysts warn of circular financing, inflated demand, and bubble-like risks. Bernstein’s Stacy Rasgon called the deal unprecedented in scale, while Seaport’s Jay Goldberg said it could speed growth in booms but magnify losses in downturns.The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments