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The Weirdest Bubble Ever
A Wealth Of Common Sense· 2025-09-26 20:30
A couple of weeks ago, it was announced that OpenAI is going to invest up to $300 billion in Oracle’s cloud computing.This week, Nvidia committed $100 billion of investments into OpenAI.Oracle is spending billions of dollars on Nvidia’s GPUs.Nvidia invests in OpenAI who then invests in Oracle who then invests in Nvidia and Finkle is Einhorn and Einhorn is Finkle.We’ve reached the mutually assured destruction phase of the AI bubble where the tech giants have decided they’re all in this together. If one is go ...
Think Nvidia and Palantir Are Going to Be the Biggest Winners in Artificial Intelligence (AI)? Here's Why This Could Be an Even Bigger Opportunity for Investors.
Yahoo Finance· 2025-09-18 08:25
Businesses that can gain the most operational leverage from generative AI could see their earnings grow much faster over the next decade. And if history is anything to go by, the biggest winners of any technological revolution tend to be smaller companies, not just tech companies. Here's why investors should pay more attention to smaller businesses taking advantage of AI.But Palantir's product is still a facilitator for businesses to use AI more effectively in their operations. And those are the second-orde ...