Tech Brew Ride Home The AI Concern Committee Is Back
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Oct 8, 2025 The circular nature of AI funding raises eyebrows as Nvidia and OpenAI engage in complex deals. A staggering $1.2 trillion in investment-grade debt is now tied to AI, surpassing traditional banking. Insurers are hesitant with multibillion-dollar claims against AI firms. OpenAI's new tools send some enterprise stocks spiraling. Meanwhile, Amazon introduces pharmacy kiosks for quicker medication pickups, proving there's always something beyond AI to discuss!
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Circular Deals Inflate AI Boom
- A tangled web of AI deals may be artificially propping up rapid investment in chips and models.
- Analysts warn circular relationships between Nvidia, OpenAI and others could amplify downside if sentiment shifts.
AI-Linked Debt Now Leads High-Grade Market
- Debt tied to AI projects has surged to become the largest slice of investment-grade issuance at $1.2 trillion.
- Credit markets still judge many issuers as high-quality, explaining tight spreads despite bubble fears.
Data Centers Power 2025 GDP Growth
- Harvard's Jason Furman estimates data centers and info processing drove 92% of US GDP growth H1 2025.
- Excluding tech investment, GDP growth would have been near zero, showing AI infrastructure's outsized macro role.