OpenAI's deals are looking a little frothy

OpenAI's deals are looking a little frothy

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  • Episod
      677
  • Publicerad
      16 okt. 2025
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677 of 686
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10min
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Engelska
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Ekonomi & Business

There have been many headline-grabbing AI deals recently: Nvidia investing up to $100 billion in OpenAI. OpenAI promising to buy $300 billion worth of computing power from Oracle. Oracle buying tons of chips from Nvidia.

But … where’s the money coming from? Is all this AI overhype … a bubble?

On today's show, how money flows in the AI hyperscaling flood.

Related episodes:

Is AI overrated?

Is AI underrated?

The messy human drama behind OpenAI

For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.

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