The AI Bubble is Worse Than You Think

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Something strange is happening in the AI world.

In just a few months, OpenAI has signed more than a trillion dollars worth of chip and data center deals. Nvidia. AMD. Broadcom. Microsoft. Oracle. Amazon. CoreWeave. Everyone is now tied into the same machine.

Nvidia kicked things off with a plan to put up to 100 billion dollars into OpenAI. Enough to build data centers that use as much electricity as New York City.

Then came the AMD deal. OpenAI agreed to buy 90 billion dollars of GPUs. In return, AMD handed them warrants for 160 million shares worth nearly 40 billion dollars. Shares that OpenAI can buy for a penny.

A week later, Broadcom showed up with a 350 billion dollar custom chip deal. And that was only part of the list. Oracle for 300 billion. Microsoft for 250. Amazon for 38. CoreWeave for 22.4.

Add it all up and OpenAI has committed to 1.15 trillion dollars of infrastructure over the next five years. More than the annual capex of every company in America combined.

The crazy part is that OpenAI is only projecting 20 billion dollars in revenue by the end of 2025.

So the question becomes unavoidable.

How do you spend like a trillion dollar giant when you are not a trillion dollar company? What happens if the money runs out? And have we quietly built the most interconnected, circular, fragile bubble in modern tech?

This is the real story behind the AI boom.

And why some people think it might be too big to fail.

Also this doesn’t need to be said, but this isn’t financial advice.

Includes music by Tom Fox – tomfox.site

00:00 - Intro
02:33 - The Numbers
06:28 - Circularity
09:03 - Economic Fallout