oldschool Posted Friday at 08:28 PM Report Share Posted Friday at 08:28 PM (edited) 16 minutes ago, ctm said: No idea what @oldschool is specifically referring to. I'll let him speak for himself. However, there is an argument being made in some circles about circular financing where the big guys are supporting the earnings of their suppliers. https://www.outlookbusiness.com/explainers/inside-the-ai-bubble-how-openai-nvidia-are-weaving-a-web-of-circular-deals You can search: AI circular financing and read lots of articles about it. @WG53 This is the best representation of whats going on I've seen. PE is very nervous as most of their investments over the last 18 months are tied to AI or Service Providers that will leverage it. https://www.barrons.com/articles/nvidia-microsoft-openai-circular-financing-ai-bubble-5d9a4e7c?gaa_at=eafs&gaa_n=AWEtsqf2yAQWPo10yhLtDvWWmg1pHj5B7239LenLyBepajvzv9t7JvYoDY3Jb1Kd8HE%3D&gaa_ts=691793e0&gaa_sig=OhU-SUKfQ7pdjCiupKmvJZESkZmuDFBDaGCrp1_tIopGX2ropOTxeWrsfi1cxg8YU6wUTsLdp8f7Guz3q2OWgg%3D%3D There is also this. Nadella admitted MS is sitting on billions worth of GPUs they can't bring online because of power and datacenter space constraints. Those chips will be obsolete in 18 months. MS owns 25%+ of OpenAI. Something has to give and soon. https://www.msn.com/en-us/news/other/microsoft-ceo-drops-blunt-truth-on-ai/ar-AA1PTzzO#:~:text=Too many GPUs%2C not enough,operation%2C Microsoft's GPUs stay boxed. Edited Friday at 08:33 PM by oldschool IsntLifeFunny 1 Link to post Share on other sites More sharing options...
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