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nvidiaClear
Commodification of Intelligence: Good, Bad, and Ugly Circular AI Deals
circular-economyai-investmentsopenainvidia
Opinion

Commodification of Intelligence: Good, Bad, and Ugly Circular AI Deals

AI companies are facing criticism for circular financing and customer relationships, with examples including OpenAI raising funds from Microsoft to spend on Microsoft servers and CoreWeave financing debt through Nvidia purchases. Analysts draw parallels to the dot-com bubble of 1999, suggesting that current circular investments may lead to a similar outcome.

emergingtrajectories.com

🔥🔥🔥🔥🔥

8 min

13h ago

Nvidia’s $750 Billion in Deals Reignite Circular AI FearsNews

Nvidia's $750B in Deals Reignite Circular AI Fears

Nvidia Corp. is pursuing AI deals exceeding $750 billion, raising concerns about inflated demand and valuations in the industry. A partnership with SK Group will involve over $500 billion in business between the two companies.

bloomberg.com

🔥🔥🔥🔥🔥

1 min

2d ago

When is NVLink Worth It?Research

When is NVLink worth it?

Nvidia no longer supports NVLink on consumer GPUs, with the last supported model being the RTX 3090. NVLink bridges currently range in price from $200 to $400, and tests are being conducted to evaluate the benefits of NVLink for AI workloads using dual RTX 3090s.

platform-fools.com

🔥🔥🔥🔥🔥

7 min

7/22/2026

Benchmarking 15 "E-Waste" GPUs with Modern Workloads

Decommissioned NVIDIA enterprise GPUs, such as the K80, P100, and V100, are available at prices ranging from $60 to under $200. A project has been initiated to benchmark these Tesla GPUs to assess their usability in modern applications.

esologic.com

🔥🔥🔥🔥🔥

11 min

7/13/2026

Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

Neoclouds are experiencing significant hyperscaler demand as companies accelerate AI infrastructure scaling, leading to substantial revenue and backlog growth. CoreWeave and Nebius provide access to the latest Nvidia GPUs while optimizing compute utilization, despite concerns about hyperscalers offloading their capital expenditures.

io-fund.com

🔥🔥🔥🔥🔥

21 min

7/11/2026

NVIDIA HalosTool

Nvidia Halos

NVIDIA Halos is a comprehensive safety system that integrates safety elements across vehicle architecture, AI models, chips, software, tools, and services for autonomous vehicle development. It provides guardrails throughout the full development lifecycle, including design-time, deployment-time, and validation-time safety measures.

nvidia.com

🔥🔥🔥🔥🔥

4 min

6/22/2026

Thermodynamics rules future orbital data centers

Cooling GPUs in space presents significant challenges due to the need for innovative designs to manage heat dissipation. Companies like SpaceX and Google are investing in orbital data centers, with SpaceX planning a constellation of these facilities and Google launching Project Sunc.

spectrum.ieee.org

🔥🔥🔥🔥🔥

14 min

6/11/2026

Nvidia is proposing a beast of a CPU system for Windows PCs

Nvidia is proposing a beast of a CPU system for Windows PCs. It has 128 GB of shared memory and comes with up to 6,144 state-of-the-art CUDA cores. CPU wise, the chip has 10 performance cores and 10 efficiency cores. The performance cores are based on the Cortex-X925. These Bạn mới làm quen với X ư? Đăng ký ngay để nhận dòng thời gian cá nhân hóa của riêng bạn!

twitter.com

🔥🔥🔥🔥🔥

1 min

6/6/2026

Use your Nvidia GPU's VRAM as swap space on Linux

c0deJedi's nbd-vram enables the use of NVIDIA GPU VRAM as swap space on Linux, particularly for laptops with soldered memory. This solution allows high-priority swap allocation, significantly increasing total addressable memory by utilizing unused VRAM.

github.com

🔥🔥🔥🔥🔥

5 min

6/3/2026

AI Doesn't Have ROI

AI investments currently lack a clear return on investment (ROI) metric. Detailed analyses of companies like NVIDIA, Anthropic, and OpenAI provide insights into the financial dynamics of the AI sector.

wheresyoured.at

🔥🔥🔥🔥🔥

39 min

6/2/2026

Commodification of Intelligence: Good, Bad, and Ugly Circular AI Deals

AI companies are facing criticism for circular financing and customer relationships, with examples including OpenAI raising funds from Microsoft to spend on Microsoft servers and CoreWeave financing debt through Nvidia purchases. Analysts draw parallels to the dot-com bubble of 1999, suggesting that current circular investments may lead to a similar outcome.

emergingtrajectories.com

🔥🔥🔥🔥🔥

8 min

13h ago

When is NVLink worth it?

Nvidia no longer supports NVLink on consumer GPUs, with the last supported model being the RTX 3090. NVLink bridges currently range in price from $200 to $400, and tests are being conducted to evaluate the benefits of NVLink for AI workloads using dual RTX 3090s.

platform-fools.com

🔥🔥🔥🔥🔥

7 min

7/22/2026

Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

Neoclouds are experiencing significant hyperscaler demand as companies accelerate AI infrastructure scaling, leading to substantial revenue and backlog growth. CoreWeave and Nebius provide access to the latest Nvidia GPUs while optimizing compute utilization, despite concerns about hyperscalers offloading their capital expenditures.

io-fund.com

🔥🔥🔥🔥🔥

21 min

7/11/2026

Thermodynamics rules future orbital data centers

Cooling GPUs in space presents significant challenges due to the need for innovative designs to manage heat dissipation. Companies like SpaceX and Google are investing in orbital data centers, with SpaceX planning a constellation of these facilities and Google launching Project Sunc.

spectrum.ieee.org

🔥🔥🔥🔥🔥

14 min

6/11/2026

Use your Nvidia GPU's VRAM as swap space on Linux

c0deJedi's nbd-vram enables the use of NVIDIA GPU VRAM as swap space on Linux, particularly for laptops with soldered memory. This solution allows high-priority swap allocation, significantly increasing total addressable memory by utilizing unused VRAM.

github.com

🔥🔥🔥🔥🔥

5 min

6/3/2026

Nvidia's $750B in Deals Reignite Circular AI Fears

Nvidia Corp. is pursuing AI deals exceeding $750 billion, raising concerns about inflated demand and valuations in the industry. A partnership with SK Group will involve over $500 billion in business between the two companies.

bloomberg.com

🔥🔥🔥🔥🔥

1 min

2d ago

Benchmarking 15 "E-Waste" GPUs with Modern Workloads

Decommissioned NVIDIA enterprise GPUs, such as the K80, P100, and V100, are available at prices ranging from $60 to under $200. A project has been initiated to benchmark these Tesla GPUs to assess their usability in modern applications.

esologic.com

🔥🔥🔥🔥🔥

11 min

7/13/2026

Nvidia Halos

NVIDIA Halos is a comprehensive safety system that integrates safety elements across vehicle architecture, AI models, chips, software, tools, and services for autonomous vehicle development. It provides guardrails throughout the full development lifecycle, including design-time, deployment-time, and validation-time safety measures.

nvidia.com

🔥🔥🔥🔥🔥

4 min

6/22/2026

Nvidia is proposing a beast of a CPU system for Windows PCs

Nvidia is proposing a beast of a CPU system for Windows PCs. It has 128 GB of shared memory and comes with up to 6,144 state-of-the-art CUDA cores. CPU wise, the chip has 10 performance cores and 10 efficiency cores. The performance cores are based on the Cortex-X925. These Bạn mới làm quen với X ư? Đăng ký ngay để nhận dòng thời gian cá nhân hóa của riêng bạn!

twitter.com

🔥🔥🔥🔥🔥

1 min

6/6/2026

AI Doesn't Have ROI

AI investments currently lack a clear return on investment (ROI) metric. Detailed analyses of companies like NVIDIA, Anthropic, and OpenAI provide insights into the financial dynamics of the AI sector.

wheresyoured.at

🔥🔥🔥🔥🔥

39 min

6/2/2026

Commodification of Intelligence: Good, Bad, and Ugly Circular AI Deals

AI companies are facing criticism for circular financing and customer relationships, with examples including OpenAI raising funds from Microsoft to spend on Microsoft servers and CoreWeave financing debt through Nvidia purchases. Analysts draw parallels to the dot-com bubble of 1999, suggesting that current circular investments may lead to a similar outcome.

emergingtrajectories.com

🔥🔥🔥🔥🔥

8 min

13h ago

Benchmarking 15 "E-Waste" GPUs with Modern Workloads

Decommissioned NVIDIA enterprise GPUs, such as the K80, P100, and V100, are available at prices ranging from $60 to under $200. A project has been initiated to benchmark these Tesla GPUs to assess their usability in modern applications.

esologic.com

🔥🔥🔥🔥🔥

11 min

7/13/2026

Thermodynamics rules future orbital data centers

Cooling GPUs in space presents significant challenges due to the need for innovative designs to manage heat dissipation. Companies like SpaceX and Google are investing in orbital data centers, with SpaceX planning a constellation of these facilities and Google launching Project Sunc.

spectrum.ieee.org

🔥🔥🔥🔥🔥

14 min

6/11/2026

AI Doesn't Have ROI

AI investments currently lack a clear return on investment (ROI) metric. Detailed analyses of companies like NVIDIA, Anthropic, and OpenAI provide insights into the financial dynamics of the AI sector.

wheresyoured.at

🔥🔥🔥🔥🔥

39 min

6/2/2026

Nvidia's $750B in Deals Reignite Circular AI Fears

Nvidia Corp. is pursuing AI deals exceeding $750 billion, raising concerns about inflated demand and valuations in the industry. A partnership with SK Group will involve over $500 billion in business between the two companies.

bloomberg.com

🔥🔥🔥🔥🔥

1 min

2d ago

Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

Neoclouds are experiencing significant hyperscaler demand as companies accelerate AI infrastructure scaling, leading to substantial revenue and backlog growth. CoreWeave and Nebius provide access to the latest Nvidia GPUs while optimizing compute utilization, despite concerns about hyperscalers offloading their capital expenditures.

io-fund.com

🔥🔥🔥🔥🔥

21 min

7/11/2026

Nvidia is proposing a beast of a CPU system for Windows PCs

Nvidia is proposing a beast of a CPU system for Windows PCs. It has 128 GB of shared memory and comes with up to 6,144 state-of-the-art CUDA cores. CPU wise, the chip has 10 performance cores and 10 efficiency cores. The performance cores are based on the Cortex-X925. These Bạn mới làm quen với X ư? Đăng ký ngay để nhận dòng thời gian cá nhân hóa của riêng bạn!

twitter.com

🔥🔥🔥🔥🔥

1 min

6/6/2026

When is NVLink worth it?

Nvidia no longer supports NVLink on consumer GPUs, with the last supported model being the RTX 3090. NVLink bridges currently range in price from $200 to $400, and tests are being conducted to evaluate the benefits of NVLink for AI workloads using dual RTX 3090s.

platform-fools.com

🔥🔥🔥🔥🔥

7 min

7/22/2026

Nvidia Halos

NVIDIA Halos is a comprehensive safety system that integrates safety elements across vehicle architecture, AI models, chips, software, tools, and services for autonomous vehicle development. It provides guardrails throughout the full development lifecycle, including design-time, deployment-time, and validation-time safety measures.

nvidia.com

🔥🔥🔥🔥🔥

4 min

6/22/2026

Use your Nvidia GPU's VRAM as swap space on Linux

c0deJedi's nbd-vram enables the use of NVIDIA GPU VRAM as swap space on Linux, particularly for laptops with soldered memory. This solution allows high-priority swap allocation, significantly increasing total addressable memory by utilizing unused VRAM.

github.com

🔥🔥🔥🔥🔥

5 min

6/3/2026