OpenAI Expansion Targets AI Escape Velocity
by Brian Wang from NextBigFuture.com on (#70T54)
Brad and Bill on the BG2 Podcast describe the AI CapEx bubble. The explosive growth in AI investment-especially in data centers, chips, and model training-shows potential signs of historical overreach. They increase the odds of overbuilding and reduce the quality of revenues. Gurley identifies round-tripping deals like the original deal between Microsoft and OpenAI, where ...