OpenAI's deals are looking a little frothy

October 16, 20253:00 AM ET

OpenAI's deals are looking a little frothy

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Tech leaders, including Sam Altman, CEO of OpenAI, and Tim Cook, CEO of Apple, attend a dinner hosted by US President Trump with tech leaders in the State Dining Room of the White House in Washington, D.C., on Sept. 4.

Sam Altman, CEO of OpenAI, attends a dinner hosted by US President Donald Trump. SAUL LOEB / AFP/Getty Images hide caption

SAUL LOEB / AFP/Getty Images

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

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