If OpenAI becomes ‘Lehman Brothers of AI bubble’ – What happens to Microsoft, Nvidia, Oracle and Amazon?

“The AI bubble is actually an OpenAI bubble,” AI critic and researcher Ed Zitron says, arguing that the ChatGPT maker sits in the centre of today’s AI boom. If it collapses, he warns, it could become “the Lehman Brothers of the AI bubble.”

“OpenAI is the reason anyone cares about AI,” Zitron says and further adds, “you can talk all you want about open source models or Anthropic — but without OpenAI, the AI industry doesn’t exist, and the justification for trillions of dollars of capex evaporates.”