Is the AI Boom A 'Virtuous Circle' Or a Ponzi Scheme? Wall Street Is Split - NVIDIA (NASDAQ:NVDA)

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

Nvidia announces $750B AI deals with SK Group ($500B) and OpenAI ($250B potential), where it directly finances customers' chip purchases. The circular financing model inflates demand and valuations; vendor funding coupled with AI infrastructure strain deepens bubble risk.