💡 The US stock market AI investment closed loop, the giants have created a brand new "Quantum Entanglement" —

1️⃣ Nvidia invested in CoreWeave (holding 5%+, approximately $2.9 billion);
CoreWeave uses this funding to purchase NVIDIA's GPUs (orders worth approximately $12 billion);
3️⃣ CoreWeave resells computing power to OpenAI (contract value approximately 24.2 billion USD);
4️⃣ OpenAI deployed its services on Microsoft Azure (cloud service procurement of approximately 14.5 billion USD);
5️⃣ Microsoft is both OpenAI's largest customer and holds a 28% stake;
6️⃣ Microsoft will purchase GPUs from NVIDIA again (approximately $10 billion).

Looking at the entire chain, you invest in me, I invest in him, he invests in you, everyone is throwing money around, spending money together.

The best part is——

Most of this money eventually flowed back into the hands of NVIDIA. I am the one who truly scattered the money, and I am also the one who collected it!

This left foot stepping on the right foot "industry synergy" is really well played; I am definitely confused.

Broaden your vision a bit more; when the day comes that OpenAI goes public, this game will be completely closed-looped, and that will be the third distribution of social wealth!

Image source: Jinshi