Post says Nvidia’s $250B OpenAI roundtrip is weighing on AI stocks
GaryMarcus · x · 2026-07-28
A repost argues that AI stocks should be surging on oil-driven market strength, but says Nvidia is instead dragging them down because of its reported $250 billion roundtrip with OpenAI.
The post leans into a broader bear case, calling the situation the biggest accounting fraud in human history and claiming the AI bubble can no longer be hidden.
Related event: Nvidia in Talks to Provide $250B Guarantee for OpenAI Ohio Data Center(19 posts)→
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