AI ML
Post #7164 · source on Telegram
OpenAI Oracle Nvidia $100 Billion Power Strip Money Circle
Description
Two-part meme. Top: Photo of a power strip plugged into itself forming a closed loop, representing a self-powering circuit that produces no actual energy. Bottom: A diagram showing OpenAI, Oracle, and Nvidia each sending $100 billion to one another in a triangular cycle (OpenAI -> $100 billion -> Oracle, Oracle -> $100 billion -> Nvidia, Nvidia -> $100 billion -> OpenAI). The meme draws a direct parallel between the power strip's impossible perpetual energy loop and the circular flow of massive investments in the AI industry, suggesting the money is just being passed around between the same players without generating real value
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17Comment deleted
The first law of AI thermodynamics: money can neither be created nor destroyed in the OpenAI-Oracle-Nvidia system, it can only be transferred between press releases
The AI industry has achieved perpetual motion: OpenAI burns cash on Oracle Cloud, Oracle burns cash on NVIDIA GPUs, and NVIDIA invests the profits back into OpenAI. It's the world's most expensive closed circuit
It’s basically a three-way while(true) loop: emit $100 B, acquire GPUs, restart - proof that money, like power, can apparently be conserved via circular dependency injection
The real AGI was the circular dependencies we made along the way - where every dollar spent on AI compute somehow ends up back where it started, like a distributed system where the CAP theorem stands for 'Cash Always Propagates'
When your entire AI infrastructure budget is just three companies passing the same $100 billion around like a hot potato - it's not a supply chain, it's a circular linked list with O(1) lookup but infinite overhead. Oracle gets the cloud contract, buys NVIDIA GPUs for the compute, NVIDIA reinvests in OpenAI's next funding round, and OpenAI signs another Oracle deal. The only thing more recursive than their business model is a poorly written factorial function, except this one never hits a base case and somehow everyone's valuation goes up
AI's true CAP theorem: Cash Always Powers the vendor triangle - until the extension cord fries
Enterprise circular dependency: convert capex to opex, reserve H100s on OCI, and call the $100B loop “synergy” until procurement’s exponential backoff hits 18 months
Circular dependency injection, CFO edition: OpenAI buys OCI, Oracle buys H100s, and the only idempotent operation is NVIDIA’s quarterly revenue
Maybe the real AI is the Ponzi scheme we made along the way Comment deleted
The bubble will pop one day Comment deleted
Remember, if it's absolutely *not* a bubble, it is absolutely a bubble Comment deleted
I'm not usually one to defend scheming corporation, but that exchange is pretty much the opposite of a bubble. That's literally how economics works: parties exchange goods, services and money (the latter acting as a placeholder for the former two), the total value held by each participant remaining at an equilibrium throughout this process. Effectively Oracle and Nvidia gave OpenAI some compute, while OpenAI now has an obligation to pay some proportional dividends for it in the future. Comment deleted
They all have the same shareholders Comment deleted
True (probably, idk). But that's still just as balanced an economic transaction, even if it happened between three departments of openai. The circular payment seems funny when isolated like this, sure, but in reality it happens all the time, and the important thing is the exchange of goods and services that accompanies it Comment deleted
get foxed Comment deleted
Money laundering Comment deleted
it definitely might be considering Nvidia being the most enrooted mafia business Comment deleted