Episode Details

Nvidia’s making waves with blockbuster AI deals worth hundreds of billions—partnering with SK Hynix for next-gen memory and data centers, backing $250B in computing power leases, and eyeing a $350B chip supply pact with OpenAI. They’re also pouring billions into startups like Nacver and Safe Superintelligence, continuing a strategy of funding companies that buy their own products—a move some call circular financing. Experts warn this could mirror the dot-com bubble, inflating demand and making the sector vulnerable if a major player like OpenAI falters, risking future funding and IPOs.

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