With a Web of Circular Deals, OpenAI and Nvidia Fuel a $1 Trillion AI Market

Posted under: AI technologies
Date: 2025-10-09
Nvidia, OpenAI Circular Deals Fueling AI Market | Justo Global

Nvidia Corp. plans to invest $100 billion in OpenAI, supporting a significant data center expansion. In return, OpenAI will utilize millions of Nvidia chips, despite criticisms of their circular deal structure. Shortly after, OpenAI announced a multi-billion dollar agreement with AMD to diversify hardware suppliers. These interconnected deals, totaling over $1 trillion, are raising concerns of an AI market bubble. Analyst Brian Colello warns they could signify an impending correction amid heavy investments without consistent profitability.

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