To help everyone better understand how the AI narrative game is played by the US stock market giants, I specially made this chart. Honestly, the 'closed-loop feeding frenzy' among these AI giants is so damn thrilling! NVIDIA plans to invest $100 billion in OpenAI → OpenAI will spend $300 billion over five years on Oracle's computing power → Oracle then goes on a buying spree for NVIDIA's GB200 → The money flows back to NVIDIA. Microsoft has already invested over $13 billion in OpenAI → OpenAI uses this money to buy Azure (powered by NVIDIA GPUs) → NVIDIA then reinvests in OpenAI. Microsoft + NVIDIA jointly invested $15 billion in Anthropic → Anthropic commits to buying $30 billion worth of Azure → The funds cycle back. Starting in 2027, the global AI infrastructure will see an annual demand increase of about $1 trillion, with cumulative demand from 2025 to 2030 reaching $5-7 trillion. The current $121 billion only accounts for 2.3%—just the 'seed money.'