Nvidia’s $750 billion AI deals spark AI bubble fears as OpenAI financing raises circular financing concerns

Nvidia Corp. is working on a new round of AI infrastructure deals that could be worth more than $750 billion. The latest deals are adding to Nvidia’s aggressive AI investment strategy and are raising concerns that the company may be helping create an AI bubble. Critics say Nvidia’s financing model could be artificially increasing demand for AI chips and pushing company valuations higher than they should be.

Nvidia announced a new AI partnership with SK Group, the parent company of South Korean memory chipmaker SK Hynix.