So far, the circular financing from Nvidia has been peanuts for the company. It's roughly equal to giving 5% discount on hardware, not a big deal when the profit margin is 70%. Trying to prop up new neoclouds and competition is a good idea.

As I understand it, the OpenAI investment was much bigger effective discount but still safe because Nvidia invests gradually in installments only when OpenAI invests in data centers: tit for tat. Maybe OpenAI wanted to get the money now and invest it later, as they seem to be running out of cash.

Did Oracle spin off Cerner yet?

1. Micro$lop Copilot has had terrible business adoption

2. Micro$lop pushed AI everywhere making Windows the most useless OS ever

3. The above made everybody to hate AI, more than they already did forcing people to Linux including gamers which was the only major reason towards Linux, no anymore thanks to Valve!!

4. Micro$lop isn't using Copilot themselves but Claude. Let that sink in.

5. OpenAI is bleeding money since day one

6. ChatGPT4 to 5 getting worse tells something is broken there

7. Companies workflow worldwide broke with ChatGPT5

8. Apple, late as usual, adopted Google Gemini over ChatGPT

9. nVidia practices towards AI + GPU broke trust worldwide

10. When China released their own AI without massive GPUs, the market "crashed". Now we can run a somewhat okay local LLM into our homelabs and even CPU only laptops.

11. It was made clear about big techs doing AI circular investment, waking up investors

12. Company after company are realizing that AI cannot be used for everything

13. Companies are hiring freelancer developers to fix their AI messy code, it is one of the most well paid and in demand job right now.

14. The hype is gone, reality is hitting hard

Microslop CEO begging for AI $$$ because astronomical overprovisioning is becoming obvious, all big spenders frantically trying to hide the spend from their books like its Enron reloaded and Oracle is already getting sued by bondholders over AI spend [0].

It will be worse than the dot com bust.

0: https://www.reuters.com/sustainability/boards-policy-regulat...