THE AI bubble Between additional time by putting money and sharing it between key players. While profitable companies give money to loss manufacturers, the net cash requirement for the bubble circle is minimized for collective loss. The next step is to sell profitable companies to sell actions to collect liquidity and pump it into losses manufacturers.
However, this additional time is likely to be measured in quarters, not years. It is possible that the American government is pumping money borrowed in the bubble, which could possibly destroy the market to American treasure.
Worldcom was surprised to commit financial fraud during the Dotcom bubble. Fraud may seem to be an important source of money to maintain these bubbles, but if Cisco had invested massive sums in Worldcom, there would have been no need for fraudulent activities. It seems that Dotcom bubble players were not very sophisticated; Otherwise, none would have gone to prison.
Nvidia recently concluded an agreement Invest $ 100 billion In Openai to take charge of the new data centers and other IA infrastructure. In its balance sheet, 100 billion dollars in cash will switch to equity participation in Openai, while its flea order book should increase by more than $ 100 billion, because the money could be operated by Openai in a rental agreement. Wall Street will salute the good news for Nvidia and increase the course of its action.
The latest model of Openai lighthouse, GPT-5, has disappointed some Because it is not a great improvement compared to the previous version. But with so much money that slips, the company has the resources to continue Artificial general intelligence – Essentially a digital god. In this case, a $ 500 billion The evaluation for Openai could be a conservative estimate. After all, how much is God? This would be greater news for Nvidia, which would reserve billions of capital gains and thus justify more investments in Openai.
During the Dotcom bubble, unprofitable companies still collected funds despite any real prospect of becoming profitable. The market could only buy its nonsense for so long. But if they had spent their money to buy something from a single source – Cisco, for example – this company could have been assessed at billions of dollars, increasing huge sums and investing them in these non -profitable companies, which would send money to buy more. The bubble could have lasted longer.
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Does the arrival of the low cost depth of China mean the end of the domination of the chips of Nvidia?
Does the arrival of the low cost depth of China mean the end of the domination of the chips of Nvidia?
