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

Re:OpenAI, Nvidia Fuel $1T AI Market with Web of Circular Deals by stephc_int13 on Wednesday October 08, 2025 @10:08PM (#45522738)

Every day a new deal involving OpenAI.

Every day one or more article wondering if/when the AI boom will transform into a bursting bubble.

Maybe people are crying wolf or misreading the situation.

My gut feeling is that yes, this is indeed a bubble and behind closed doors the CEOs are in panic mode, weirdly repeating past and well known mistakes

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Re:OpenAI, Nvidia Fuel $1T AI Market with Web of Circular Deals by skatingaway on Thursday October 09, 2025 @05:19AM (#45525337)

It just we’ve seen the same thing for over four decades. I was getting stock certificates mailed to me from IBM in the 1980s when the savings and loan scandal rocked the market in 87. Then Enron. Then the internet bubble. Then the subprime meltdown. It just happens every decade or so when “too good to be true” runups happen.

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Re:OpenAI, Nvidia Fuel $1T AI Market with Web of Circular Deals by tim333 on Thursday October 09, 2025 @08:02AM (#45526450)

I think you could classify the recent deals as bubble inflating. We are probably a way off from it bursting.

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