Kevin Pathrath an other warn of an AI Bubble and AI Ponzi with a potential 80% collapse. The core of the argument is the circular financing structure of the recent OpenAI-Oracle-Nvidia deal and the OpenAI-AMD deal. Nvidia commits up to $100B in investments ($10B per gigawatt deployed, up to 10GW), starting with the first GW ...

Read more

---

Link :
https://www.nextbigfuture.com/2025/10/ai-inference-boom-or-ai-ponzi-bubble.html