Amazon partners with OpenAI to let users of Amazon's DSP run ads in ChatGPT in a pilot program limited to the US; ChatGPT Ads hit $1B in ARR last month45m ago D-Matrix Connects Raptor XPUs to NVIDIA AI Factories via NVLink Fusion1h ago Source: Meta AI researcher Andrew Tulloch, who came over from Thinking Machine Lab as one of the highest paid employees last year, is leaving the company (Reed Albergotti/Semafor)56m ago Mother Horrified When Instagram’s AI Scours Social Media for Invasive Information About Her Young Daughters1h ago Mach Industries, which makes unmanned military vehicles and weapons, raised $600M in an extension to its $300M Series C, doubling its valuation to $3.7B1h ago Salesforce Unveils Six-Capability Trusted AI Harness for Enterprises1h ago US closes $1.9bn loan to restart the Iowa nuclear plant powering Google1h ago OpenAI Gives US Agencies 50% Off Models, Ending $1 Per Year Deal1h ago 47,000 job listings reveal the engineering roles that AI is creating1h ago Anthropic's Alignment Science lead says there is a ">10%" chance AI could kill all humans within the next decade and is worried about recursive self-improvement (Evan Hubinger/@evanhub)1h ago Ukraine says AI is moving beyond drones and into strike missiles for the first time1h ago Meta Announces Muse AI Agent for Personal Tasks and Organization1h ago Celero raises $275m to bring coherent optics inside AI data centres1h ago Exclusive: Cfo.ai launches an agentic CFO for business founders2h ago

Amazon partners with OpenAI to let users of Amazon's DSP run ads in ChatGPT in a pilot program limited to the US; ChatGPT Ads hit $1B in ARR last month45m ago D-Matrix Connects Raptor XPUs to NVIDIA AI Factories via NVLink Fusion1h ago Source: Meta AI researcher Andrew Tulloch, who came over from Thinking Machine Lab as one of the highest paid employees last year, is leaving the company (Reed Albergotti/Semafor)56m ago Mother Horrified When Instagram’s AI Scours Social Media for Invasive Information About Her Young Daughters1h ago Mach Industries, which makes unmanned military vehicles and weapons, raised $600M in an extension to its $300M Series C, doubling its valuation to $3.7B1h ago Salesforce Unveils Six-Capability Trusted AI Harness for Enterprises1h ago US closes $1.9bn loan to restart the Iowa nuclear plant powering Google1h ago OpenAI Gives US Agencies 50% Off Models, Ending $1 Per Year Deal1h ago 47,000 job listings reveal the engineering roles that AI is creating1h ago Anthropic's Alignment Science lead says there is a ">10%" chance AI could kill all humans within the next decade and is worried about recursive self-improvement (Evan Hubinger/@evanhub)1h ago Ukraine says AI is moving beyond drones and into strike missiles for the first time1h ago Meta Announces Muse AI Agent for Personal Tasks and Organization1h ago Celero raises $275m to bring coherent optics inside AI data centres1h ago Exclusive: Cfo.ai launches an agentic CFO for business founders2h ago

Chips & Compute Finance4 min reading time

Nvidia Tries to Defend Against Circular Dealmaking Accusations

GizmodoPublished 14 days ago

Nvidia is increasingly investing in frontier AI companies, creating a cycle where its investments fund AI labs that in turn buy Nvidia chips. Critics warn this circular financing could concentrate risks and distort demand, while Nvidia defends the strategy as low risk with strong returns.

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Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong (CNBC)
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CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year.
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