#Nvidia’s $100 billion #investment in #OpenAI, along with other #circularfinancing deals, has raised concerns about an #AIbubble. These deals, where Nvidia invests in companies that then purchase its products, inflate demand and valuations. While the extent of this impact is unclear, it echoes past #technologybubbles and could lead to significant #losses if the #AImarket cools. https://fortune.com/2025/09/28/nvidia-openai-circular-financing-ai-bubble/?eicker.news #tech #media #news
Nvidia’s $100 billion OpenAI investment raises eyebrows and a key question: How much of the AI boom is just Nvidia’s cash being recycled?

Nvidia's investments in customers draws unwelcome parallels to runaway customer financing and revenue 'roundtripping' in past technology booms.

Fortune