The AI Bubble is Worse Than You Think

Transcript

September 2025, Nvidia announces that it will invest up to $100 billion in OpenAI to help the AI startup fund a data center build-out of at least ten gigawatts, enough energy to power New York City. Only a few weeks later, OpenAI and AMD announced a strange computing deal. AMD is going to provide OpenAI with warrants to purchase up to 160 million A... Read More