BUSINESSMARKETWATCH
Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns
Nvidia may backstop a data-center lease for OpenAI, potentially the largest such deal. Analysts warn this could revive a tech-bubble habit, causing investor concerns.
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Adjacent reporting
- Nvidia in talks to back $500B OpenAI data center — days after CEO Jensen Huang voiced support for controversial open-source AI used by China
- Nvidia's potential $250B backstop for OpenAI is another strike against the AI trade
- Nvidia is in talks to back OpenAI's Ohio data center with $250 billion in financing
- Nvidia's $750B in Deals Reignite Circular AI Fears
- Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
- Satya Nadella says he’s ready to ‘exploit’ the new OpenAI deal