Financial Fragility of AI Giants

This chapter explores the systemic financial implications of OpenAI's health on the tech industry, drawing parallels to the 2007-2008 crisis. It examines the critical dependencies between OpenAI, CoreWeave, and NVIDIA, highlighting the risks associated with their financial entanglements. The discussion also addresses the challenges faced by emerging AI data center companies and their potential impact on OpenAI's operations and the broader tech ecosystem.