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Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by ignoramous on Friday October 31, 2025 @10:34AM (#45772392)
> There’s one key difference in my opinion

The other difference (besides Sam's deal making ability) is, willing investors: Nvidia's stock rally leaves it with a LOT of room to fund big bets right now. While in Oracle's case, they probably see GenAI as a way to go big in the Enterprise Cloud business.

Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by afavour on Friday October 31, 2025 @10:37AM (#45772423)
> Nvidia's stock rally leaves it with a LOT of room to fund big bets right now

And then what happens if the stock collapses?

Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by mulmen on Friday October 31, 2025 @11:17AM (#45773001)
Hence the emphasis on right now.