The $30B circular loop: NVDA funds OpenAI, OpenAI buys compute, Oracle buys NVDA chips
Qweskj · reddit · 2026-11-16
A Fracture Capital animated video uses a marble going around a loop to satirize AI compute circular deals: NVDA gives OpenAI $30B → OpenAI buys compute → Oracle buys NVDA chips → NVDA books a sale. One marble, one lap—a pointed take on vendor-financed revenue loops in AI infrastructure.
Related event: OpenAI's $1.15 Trillion Compute Pledge Draws Circular Deal Scrutiny(2 posts)→
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