OpenAI's deals are looking a little frothy

There have been many headline-grabbing AI deals recently: Nvidia investing up to $100 billion in OpenAI. OpenAI promising to buy $300 billion worth of computing power from Oracle. Oracle buying tons of chips from Nvidia. <br /><br />But … where’s the money coming from? Is all this AI overhype … a bubble? <br /><br />On today's show, how money flows in the AI hyperscaling flood. <br /><br /><strong>Related episodes: </strong><br /><br /><a href="https://www.npr.org/2024/07/25/1197967800/is-ai-overrated" target="_blank">Is AI overrated?</a> <br /><br /><a href="https://www.npr.org/2024/07/24/1197967794/is-ai-underrated" target="_blank">Is AI underrated?</a> <br /><br /><br /><a href="https://www.npr.org/2023/11/20/1197958395/the-messy-human-drama-behind-openai" target="_blank">The messy human drama behind OpenAI</a> <br /><br /><em>For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at </em><a href="http://plus.npr.org/" target="_blank"><em>plus.npr.org</em></a><em>. Fact-checking by </em><a href="https://www.npr.org/people/1268825622/sierra-juarez" target="_blank"><em>Sierra Juarez</em></a><em>. Music by </em><a href="https://dropelectric.bandcamp.com/" target="_blank"><em>Drop Electric</em></a><em>. Find us: </em><a href="https://www.tiktok.com/@planetmoney" target="_blank"><em>TikTok</em></a><em>, </em><a href="https://www.instagram.com/planetmoney/" target="_blank"><em>Instagram</em></a><em>, </em><a href="https://www.facebook.com/planetmoney" target="_blank"><em>Facebook</em></a><em>, </em><a href="https://www.npr.org/newsletter/money" target="_blank"><em>Newsletter</em></a><em>.  </em><br /><br />See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.<br /><br /><a href="https://www.npr.org/about-npr/179878450/privacy-policy">NPR Privacy Policy</a>