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OpenAI, Nvidia Fuel $1T AI Market with Web of Circular Deals

https://www.bloomberg.com/news/features/2025-10-07/openai-s-nvidia-amd-deals-boost-1-trillion-ai-boom-with-circular-deals
4•1vuio0pswjnm7•2h ago

Comments

1vuio0pswjnm7•1h ago
"A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions."

"Never before has so much money been spent so rapidly on a technology that, for all its potential, remains largely unproven as an avenue for profit-making."

"The recent wave of deals and partnerships involving the two are escalating concerns that an increasingly complex and interconnected web of business transactions is artificially propping up the trillion-dollar AI boom. At stake is virtually every corner of the economy, with the hype and buildout of AI infrastructure rippling across markets, from debt and equity to real estate and energy."

ra0x3•1h ago
Upvote because can someone explain to someone as dense as me, whether or not this is likely to make some likely AI bubble worse? Is this just how industry allocates capital?
measurablefunc•1h ago
The money is allocated by institutional investors. They buy the stock, the companies trade their more valuable stocks amongst themselves for various deals. If institutional investors stop investing then the flow of deals stops & the bubble pops. There is nowhere else the institutional investors could park their money other than tech so I don't think the bubble is going to pop any time soon. But infinite growth is obviously a logical & physical impossibility so eventually there will be a correction but whoever says they know exactly when that will happen is lying & they'd be better off buying lottery tickets to cash in on their ability to predict the future.

The Safest Place to Obtain a Valid Document

1•toeflielts•1m ago•0 comments

My Claude Code Setup

https://www.justindfuller.com/programming/my-claude-code-setup
1•iamjfu•2m ago•0 comments

An open-source, free client-side playground for the Sora 2 API

https://www.sora2playground.com/
1•amirzak•2m ago•1 comments

Anthropic pushing $200/mo MAX users to use Sonnet instead of Opus

https://github.com/anthropics/claude-code/issues/8449
1•moomoo11•4m ago•1 comments

In-Party Love, Out-Party Hate, and Affective Polarization in Twelve Democracies

https://academic.oup.com/poq/article/89/2/459/8152104?login=false
1•PaulHoule•5m ago•0 comments

Frozen internet, not dead internet

https://www.lomondlabs.com/the-web-is-freezing-over
1•isomierism•6m ago•0 comments

Polymarket Founder Is Youngest Self-Made Billionaire After Deal with NYSE Owner

https://finance.yahoo.com/news/polymarket-founder-youngest-self-made-140118244.html
2•jnord•7m ago•1 comments

In thirsty Reno, a crucial vote could usher in more water-guzzling data centers

https://www.nbcnews.com/news/us-news/reno-nevada-data-centers-water-drought-rcna235966
1•petethomas•12m ago•0 comments

First device based on 'optical thermodynamics' can route light without switches

https://phys.org/news/2025-10-device-based-optical-thermodynamics-route.html
1•rbanffy•13m ago•0 comments

With its latest acqui-hire, OpenAI is doubling down on personalized consumer AI

https://techcrunch.com/2025/10/03/with-its-latest-acqui-hire-openai-is-doubling-down-on-personali...
1•gmays•13m ago•0 comments

Bending the Curve

https://thezvi.substack.com/p/bending-the-curve
1•paulpauper•15m ago•0 comments

Four ways learning Econ makes people dumber re: future AI

https://www.lesswrong.com/posts/xJWBofhLQjf3KmRgg/four-ways-learning-econ-makes-people-dumber-re-...
2•paulpauper•15m ago•0 comments

Why DoorDash built its own delivery robot

https://www.restaurantdive.com/news/doordash-dot-smart-scales-autonomous-delivery-platform/761494/
1•jonbaer•22m ago•0 comments

A brain-network renders subjective experience from multiple predictive modules

https://www.nature.com/articles/s41467-025-63522-y
2•Saladin7•33m ago•1 comments

What the Xbox Game Pass price hike says about the rising cost of playing games

https://www.theguardian.com/games/2025/oct/08/pushing-buttons-xbox-game-pass-price
1•c420•49m ago•1 comments

CapstanMallNews

https://capstanmallnews.blogspot.com/search/label/Movies?max-results=7
2•jahangirmughal•51m ago•0 comments

From Passwords to Passkeys

https://ssg.dev/from-passwords-to-passkeys/
2•sedatk•52m ago•2 comments

Show HN: Puter.js Docs

https://github.com/HeyPuter/docs
1•ent101•52m ago•0 comments

The Parasocial Power of AI

https://www.christiancentury.org/features/parasocial-power-ai
1•zdw•52m ago•0 comments

Against "The Pedagogy of the Oppressed" by Paulo Freire

https://zaira.blog/notes/freire/
2•cosmicecho•1h ago•0 comments

Give me a single reason why Sora2 should exist [video]

https://www.youtube.com/watch?v=Vz0oQ0v0W10
1•JumpCrisscross•1h ago•0 comments

Ask HN: What problem would you solve with unlimited resources? (October 2025)

2•hedayet•1h ago•0 comments

Power and Fab Capacity: Last Jigsaw Pieces in the Dash for Compute

https://myriadperspectives.com/p/power-and-fab-capacity-last-jigsaw
1•leecmjohnny•1h ago•0 comments

Doing Math with Embeddings for Better AI Ad Targeting

https://www.ethicalads.io/blog/2025/10/doing-math-with-embeddings-for-better-ai-ad-targeting/
4•davidfischer•1h ago•0 comments

EPA Moves to Roll Back Drinking Water Standards

https://www.newsweek.com/epa-drinking-water-pfas-standards-10839033
16•thelastgallon•1h ago•1 comments

A Competitor Crippled a $23.5M Bootcamp by Becoming a Reddit Moderator

https://larslofgren.com/codesmith-reddit-reputation-attack/
48•SilverElfin•1h ago•17 comments

Open-Source Encrypted P2P Chat (WebRTC and Military-Grade Security)

https://github.com/SecureBitChat/securebit-chat
2•SecureBitChat•1h ago•1 comments

If AI can create any scene from a selfie, what's left for photographers?

https://www.jasonstevens.photo/rise-of-the-machines/
1•fengjiabo2400•1h ago•2 comments

The Refragmentation

https://paulgraham.com/re.html
2•jameslk•1h ago•0 comments

The problem with agentic AI in 2025

https://platforms.substack.com/p/the-problem-with-agentic-ai-in-2025
4•arrowsmith•1h ago•0 comments