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A comment on OpenAI Uses Complex and Circular Deals to Fuel Its Multibillion-Dollar Rise. Parent comment

Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by mvdtnz on Friday October 31, 2025 @05:51PM (#45777104)
> as someone with no business experience, how they aren’t just pouring all of that money into enhancing their production capacity. That’s very clearly their bottleneck here.

They know this madness can't go on forever. The last thing they need is to be left with billions of dollars of unused capacity when the bottom falls out of this very stupid bubble.

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Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by creer on Friday October 31, 2025 @09:00PM (#45778362)
> They know this madness can't go on forever.

If they thought that, would they invest massively in the companies that own all these GPUs? They would not. They would invest in anything ELSE they could think of.

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Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by cudgy on Saturday November 01, 2025 @08:22AM (#45781091)
But doing that would spook investors and possibly pop the bubble, so they look for ways to mitigate risk and fuel the bubble at the same time.
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Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by creer on Monday November 03, 2025 @02:23PM (#45803233)
That might be the case if nvidia commonly invested in its customers - if they suddenly stopped doing that - but I don't think that was the case. On the contrary, these investments surprised because they were NOT the usual.
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