Emily Forgash

Emily Forgash, a technology reporter at Bloomberg specializing in AI and chipmaker deals, joins to analyze the whirlwind of recent AI partnerships. She maps a web of mutual agreements between giants like OpenAI, Nvidia, and Oracle, revealing concerns about circular financing inflating valuations without real profits. They draw parallels to the dot-com bubble and discuss the implications of a potential AI downturn on broader markets. Forgash also highlights how OpenAI's performance might serve as a crucial indicator for the future of AI investments.