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Podcast: Tech Brew Ride Home
Episode: The AI Concern Committee Is Back
Description: More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at that! A non-AI story!
OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals (Bloomberg)
Nvidia’s Huang says he’s surprised AMD offered OpenAI 10% of company in ‘clever’ deal (CNBC)
At $1.2 Trillion, More High-Grade Debt Now Tied to AI Than Banks (Bloomberg)
Without data centers, GDP...