News for hackers. Stuff that matters.

A comment on OpenAI and Nvidia Announce Partnership to Deploy 10GW of Nvidia Systems. Parent comment

Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ... by paxys on Monday September 22, 2025 @01:53PM (#45337038)
It would be amusing if it also wasn't so accurate.
[ Parent | on HN ]
Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ... by lotsofpulp on Monday September 22, 2025 @02:30PM (#45337547)
I didn’t see the step where Larry has to sell any stock, and hence puts downward price pressure on Oracle share prices.

What is the source of the cash in steps 3, 4, and 7?

[ Parent | on HN ]
Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ... by Lalabadie on Monday September 22, 2025 @03:02PM (#45337948)
He doesn't have to sell. He can finance the deal with debt backed by his newly risen stock as collateral. Then the debt is used to further inflate the price of the stock.

The flywheel metaphor is pretty apt.

[ Parent | on HN ]
Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ... by mcny on Monday September 22, 2025 @02:35PM (#45337611)
It is us, index fund owners :clown:

Disclaimer: I also have a small amount of money in vanguard IRA

[ Parent | on HN ]
Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ... by lotsofpulp on Monday September 22, 2025 @03:43PM (#45338494)
According to the image of the steps, Oracle’s share price is going up, presumably more than it would have without engaging in these steps. How can that cost index fund owners? They would be benefiting from the share price increase.
[ Parent | on HN ]
Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ... by truelson on Monday September 22, 2025 @02:35PM (#45337604)
Ultimately, debt will fuel this. Oracle can't pay with cashflow.
[ Parent | on HN ]
Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ... by wmf on Monday September 22, 2025 @02:36PM (#45337616)
Credit.
[ Parent | on HN ]