OpenAI's deals are looking a little frothy

There have been many headline-grabbing AI deals recently: Nvidia investing up to $100 billion in OpenAI. OpenAI promising to buy $300 billion worth of computing power from Oracle. Oracle buying tons of chips from Nvidia. 

But … where’s the money coming from? Is all this AI overhype … a bubble? 

On today's show, how money flows in the AI hyperscaling flood. 

Related episodes: 

Is AI overrated? 

Is AI underrated?


The messy human drama behind OpenAI 

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