Not sure what you can lookup, probably stuff like “AI investment bubble”
This is probably a good resource (haven’t read it) https://en.wikipedia.org/wiki/AI_bubble (specifically look under Speculation > Circular Financing, soz dunno how to link to a header)
I don’t have a source and this might be old news, but a lot of the big deals right now are just “promises” to invest I think (money, etc not exchanged hands yet)
All that shows is who the business partners are. Nvidia sells GPUs, AI companies buy GPUs, and companies buy products from AI companies. For example, Microsoft’s Copilot is based on OpenAI’s models. End customers buy products from companies that either do AI themselves or buy products from AI companies.
All you’re seeing here is how markets work. If it’s a bubble, it’ll likely impact those in the picture, but it’s not a bubble because of the picture.
The worst part is not JUST the circular investment making up basically all the new investment in the last few months… but the fact they are all based in impossible-to-deliver metrics.
So it is literally not a matter of “if” the bubble pops, it’s a matter of when the market speculators will no longer be able to hide it
Think this one was the one going around
Not sure what you can lookup, probably stuff like “AI investment bubble”
This is probably a good resource (haven’t read it) https://en.wikipedia.org/wiki/AI_bubble (specifically look under
Speculation > Circular Financing, soz dunno how to link to a header)I don’t have a source and this might be old news, but a lot of the big deals right now are just “promises” to invest I think (money, etc not exchanged hands yet)
All that shows is who the business partners are. Nvidia sells GPUs, AI companies buy GPUs, and companies buy products from AI companies. For example, Microsoft’s Copilot is based on OpenAI’s models. End customers buy products from companies that either do AI themselves or buy products from AI companies.
All you’re seeing here is how markets work. If it’s a bubble, it’ll likely impact those in the picture, but it’s not a bubble because of the picture.
I really appreciate the info. Yikes! This isn’t looking good.
The worst part is not JUST the circular investment making up basically all the new investment in the last few months… but the fact they are all based in impossible-to-deliver metrics.
So it is literally not a matter of “if” the bubble pops, it’s a matter of when the market speculators will no longer be able to hide it