Highlights
https://www.linkedin.com/feed/update/urn:li:activity:7386912620236345345/
WSJ points out a growing trend:
✅ Nvidia invests in OpenAI → OpenAI buys Nvidia chips.
✅ OpenAI signs a $300B compute deal with Oracle → Oracle buys more Nvidia GPUs.
✅ CoreWeave, AMD, Microsoft — all cross-invested and interlinked.
Analysts are asking: is this ecosystem synergy or déjà vu from the dot-com bubble?
“Circularity can be virtuous on the upside, and vicious on the downside.”
