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

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

bloomberg.com

July 27, 2026

1 min read

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47/100

Summary

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.

Key Takeaways

Nvidia 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.
Nvidia is negotiating to provide up to $250 billion in financing to help OpenAI lease computing power from a US data center project.

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Community Sentiment

Mixed

Positives

Nvidia's aggressive GPU sales strategy is seen as a bold move that could redefine the market, as these deals might drive innovation and demand in AI applications.
Commenters appreciate Nvidia's investment approach; spending rather than hoarding is viewed as a way to stimulate the economy and drive technological progress.

Concerns

There's a palpable skepticism about the sustainability of Nvidia's circular funding model, with fears it might just be a house of cards waiting to collapse under debt pressure.
Many worry that the inflated numbers around Nvidia's deals are just smoke and mirrors, lacking real profitability and relying on speculative future AI revenue.