Nvidia and OpenAI's new $100B deal is one of the more massive moves of the new AI infrastructure era, securing massive compute capacity with billions of GPUs. The deal has sparked debate: some see it as the foundation of a new global economy built on real demand, while others warn of bubble-like circular funding. At stake is whether this signals unstoppable growth in AI or the first signs of overexuberance.
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Nvidia and OpenAI Up the AI Stakes with $100B Deal

The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis