Thursday, October 16, 2025

Pass The Buck

For awhile I thought that even if AI is the useless bust I think it is, the data centers would have some productive use, at least. There was something there! But learning that the GPUs don't necessarily last very long...
As is often the case in the AI industry, Nvidia came to the rescue, announcing a $100 billion investment in OpenAI. Now OpenAI has the money to send to Oracle to build data centers, which Oracle will fill with Nvidia GPUs. So wait—is Nvidia just paying itself?