Cadwalladr resurfaces Bloomberg's AI bubble map with Nvidia's $4.5T at the center
tbirdcymru · x · 2026-11-09
Journalist Carole Cadwalladr resurfaced Bloomberg's "Great AI Bubble" diagram and her own year-old warning: at the center sits Nvidia ($4.5T), which will invest up to $100B in OpenAI, which signed a $300B cloud deal with Oracle, which spends tens of billions on Nvidia chips — while AMD offered OpenAI 6GW of GPUs plus options on 160M shares. Capital circulates among a handful of companies, forming the bubble's core loop. Microsoft ($3.9T), Intel, CoreWeave, xAI and others fill out the map.
She declares "it's a bubble, and it's going to burst," noting only Gary Marcus, Ed Zitron and niche business press were saying so a year ago. Her quote-tweet also cites unverified claims about Nvidia's CEO and a board investigation ahead of an expected market sell-off.
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