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Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?

tomtunguz.com · 2026-09-25 · 1 upvotes

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* AMD signs AI chip-supply deal with OpenAI, gives it option to take a 10% stake (from the discussion)

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* Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?
247 pts · 212 comments · node