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BITWU.ETH 🔆
BITWU.ETH 🔆|10月 14, 2025 06:51
The AI investment loop in the U.S. stock market—tech giants have created a whole new kind of "quantum entanglement"— 1️⃣ NVIDIA invested in CoreWeave (holding 5%+ equity, about $2.9 billion); 2️⃣ CoreWeave used this funding to purchase NVIDIA GPUs (orders worth around $12 billion); 3️⃣ CoreWeave then sold its computing power to OpenAI (contract value approximately $24.2 billion); 4️⃣ OpenAI deployed its services on Microsoft Azure (cloud service procurement worth about $14.5 billion); 5️⃣ Microsoft is not only OpenAI's largest customer but also holds a 28% stake; 6️⃣ Microsoft then turned around and purchased GPUs from NVIDIA (around $10 billion). Looking at the whole chain, it's like: you invest in me, I invest in him, he invests in you—everyone's throwing money around and spending it together. The best part is— Most of this money ultimately flows back into NVIDIA's pockets. Truly, I'm the one scattering the money, and I'm the one collecting it! This "industrial synergy" of left hand feeding the right hand is just brilliant. Honestly, I'm dizzy just watching it. Zooming out a bit—when the day comes that OpenAI goes public, this whole game will come full circle, marking the third redistribution of social wealth! Image credit: Jin10
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