NVIDIA’S 100B BET ON OPENAI RAISES BUBBLE FEARS Nvidia will invest up to 100 billion in OpenAI to expand data centers powered by its chips. Analysts warn of circular financing, inflated demand, and bubble-like risks. Bernstein’s Stacy Rasgon called the deal unprecedented in scale, while Seaport’s Jay Goldberg said it could speed growth in booms but magnify losses in downturns.(*Walter Bloomberg)