@polispandit: Nvidia didn’t “invest” in OpenAI with its $250B financing guarantee. So why take zero upside with all of the downside risk? Because this deal wasn’t going to happen without it. And it reminds me of the vendor financing deals that fell apart in the dot com bubble of the 1990s. #Tech #ai #artificialintelligence #news #finance

John Polonis
John Polonis
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Monday 27 July 2026 19:29:27 GMT
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justgettingstarted48
justgettingstarted48 :
Nvidia isn’t just handing OpenAI $250 billion. The idea is that Nvidia could help guarantee or back the financing OpenAI needs to build massive AI data centers. The reason it could benefit Nvidia is because a huge amount of that money would likely come right back into Nvidia’s ecosystem through GPU purchases, networking systems, data center equipment, and software like CUDA. So Nvidia would be taking on some financial risk, but at the same time it could help create years of guaranteed demand for its chips and technology. OpenAI needs enormous computing power to train and run future AI models, and Nvidia is still the leading supplier. It’s almost like Nvidia is helping finance the customer so the customer can keep buying more Nvidia products.
2026-08-02 04:39:21
3
liquidcarb
Liquidcarb :
Shows this whole AI thing is just a house of cards on a shaky table
2026-07-27 20:58:25
40
mbs39451ncy
mb :
You might have the terms of the deal wrong here. Why would NVDA agree to such financially risky deal? I don’t think they would.
2026-07-28 19:54:16
3
dsmjackson
dsmjackson :
It’s a bubble
2026-07-28 10:53:15
0
_quinnifer_
Quinnifer :
infrastructure is the only moat in AI, not the models, not the apps or even the data. Securing chips, power, land, etc is the single thing that can't be easily replicated, and demand will only continue to grow. So even if OpenAI isn't profitable for a decade these data center deals will be an asset not a liability. Just look at Meta who is planning to resell extra capacity for a profit
2026-07-28 06:33:47
3
canmoveoceans
FunWithMusic :
Do you think they're filling the building with goldfish? NVDA is helping a client.
2026-08-01 14:20:00
1
rocobster
🪨 :
Like when I had my mom co-sign my first car ?
2026-08-04 13:29:08
1
taylormurdoch
Taylor Murdoch :
Have we seen this before in an industry where it worked? Or is the only case of it in history the dot-com bubble?
2026-07-28 06:18:59
0
boisem77
boisem77 :
No. You are missing the key considerations and the big picture. Nvidia is creating a simple, very small in comparison to their nearly quarterly $80 billion revenue, zero or low interest loan for Open AI to buy a massive amount of their products. They’re betting OpenAI will not go bankrupt and will pay off the loan. Nvidia receives the revenues and profits from the sale of a) their goods, b) services, software, and firmware, and c) the increased market share usage of the Nvidia ecosystem, securing a massive new world-leading AI customer in an early stage of development.
2026-07-28 00:35:37
1
k_l_o___
jillli :
nvidia gets to keep their overpriced stock
2026-08-22 22:28:36
0
kmstiglitz
JRaine :
Ok THIS is the sign the AI bubble has popped. AI has officially jumped the shark.
2026-07-27 21:30:43
2
user78155784298671
Rob :
This is us circle jerk nonsense to keep this AI bat shit, crazy stock price from falling like a rock. Have any of these people actually use the latest generation LLMs? There may be 90% accurate at best. Even the original inventor of the transformer said these things are not going to pan out in the end. We’re going to have to change the architecture.
2026-07-30 00:18:15
2
davidl6946
davidl6946 :
Any thoughts on the knock on effects of this? like the memory makers or cpu companies? Particularly the usa based ones. Micron, AMD, Intel etc?
2026-07-27 23:59:28
0
maddsusa
MaddSusa :
They’re playing with Monopoly money , for starters, and Nvidia is trying to keep its customers alive, if they go away so do their profits and most importantly the AI illusion
2026-07-28 11:04:29
1
temerc
Tom :
AI companies are in a massive financial circle jerk of money loans/investments, they'll never reach an ROI
2026-07-27 23:14:12
0
johnexplorestheworld
johnexplorestheworld :
sounds like it's just a backstop it probably will never be used. I think it's a big nothing Burger
2026-07-27 23:57:52
0
thrivesurvive
Jeanne Coco Brown Br :
Dot COM on steroids
2026-07-27 23:22:55
6
ai4harmony
ai4harmony :
Mom and dad are now the cosigner on the Carlo
2026-07-28 00:36:06
3
jackyzak8
Jackyzak08 :
OpenAI buys more Nvidia chips.
2026-07-27 20:46:20
3
richard_ku
Richard Ku🇨🇦 :
But this time it’s different!
2026-07-27 19:52:45
3
saleaway00
saleaway00 :
this is not like dot com bubble, but it is still a bubble
2026-07-28 00:37:12
2
kavhmv
Mike :
Circle financing is fake earnings
2026-07-28 11:35:41
1
sparky6871
@sparky6871 :
$250 billion for a datacenter? There is more than just the datacenter involved.
2026-07-29 03:25:07
1
nosteinnogate0
NoSteinNoGate :
I dont think there could be a bigger red flag than this
2026-07-28 11:39:18
1
randommd123
RandoMD :
The bubble pop is going to be a circular arrangement of dominoes.
2026-07-28 02:07:25
1
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