💡 The closed loop of AI investment in the US stock market, where giants have created a brand new "quantum entanglement" —

1️⃣ Nvidia invested in CoreWeave (holding over 5%, approximately $2.9 billion);

2️⃣ CoreWeave uses this funding to purchase Nvidia's GPUs (orders worth about $12 billion);

3️⃣ CoreWeave then sells the computing power to OpenAI (contract value approximately $24.2 billion);

4️⃣ OpenAI deploys the services on Microsoft Azure (cloud service procurement approximately $14.5 billion);

5️⃣ Microsoft is not only OpenAI's largest customer but also holds a 28% stake;

6️⃣ Microsoft then purchases GPUs from Nvidia (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 and spending together.

The most amazing part is —

Most of this money eventually flows back into Nvidia's hands. I am the one who spends money, and I am also the one who collects money!

This "industrial synergy" of stepping on one's own feet is quite impressive; I am completely dazzled.

With a broader vision, once OpenAI goes public, this game will be fully closed-loop, marking the third distribution of social wealth!

Image source: Jinshi

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