AI Investment explained
AI Investment explained

AI Investment explained

These companies are playing pally pally to transfer whole wealth of world under their coffers.

  • From Nvidia to OpenAI: "Nvidia agrees to invest up to $100 billion in OpenAI." This suggests a massive funding commitment to support OpenAI's growth.
  • From OpenAI to AMD: "OpenAI to deploy 6 Gigawatts of AMD GPUs. AMD gives OpenAI option to buy up to 160 million shares." Indicates OpenAI's diversification in hardware sourcing beyond Nvidia, with a potential equity stake.
  • From Oracle to Nvidia: "Oracle spends tens of billions on Nvidia chips." Highlights Oracle's heavy investment in AI-optimized hardware for its cloud services.
  • From OpenAI to Oracle: "OpenAI inks a $300 billion cloud deal with Oracle." A enormous partnership for cloud computing resources to train and deploy AI models.
  • Other Inflows/Outflows:
    • Investments or services flow into OpenAI from entities like Microsoft, Ambience Healthcare, Harvey AI, and Anysphere.
    • Outflows from Nvidia to Nebius and CoreWeave, possibly indicating chip supplies or partnerships.
    • Connections to xAI, Mistral, and Nscale suggest venture capital or service integrations in the AI startup space.
    • Intel is linked outward, likely as a hardware supplier.
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