Nvidia’s reported $750 billion AI deal spree revives circular-demand fears
CackleRooster · reddit · 2026-07-29
Nvidia is reportedly pursuing a fresh round of AI deals worth more than $750 billion.
The reported scale is reigniting the long-running debate over whether the AI boom is being inflated by circular demand and valuations. Skeptics argue that a web of chip, cloud, and infrastructure deals can make demand look larger than it really is, while supporters see it as evidence that compute remains the bottleneck and capital is still pouring in.
Related event: Nvidia's $750B+ AI Deals Spark Circular Financing Concerns(8 posts)→
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