A colorful bubble chart depicting relationships and valuations within the AI industry, illustrating the “AI bubble.” The largest bubbles represent major companies: Nvidia ($4.5T), OpenAI ($500B), Microsoft ($3.9T), Oracle, and AMD.

Arrows show financial and strategic connections:

Nvidia → OpenAI: Nvidia plans to invest up to $100 billion.

OpenAI → Oracle: OpenAI signs a $300 billion deal with Oracle.

OpenAI → AMD: OpenAI to deploy AMD GPUs; AMD gives OpenAI the option to buy shares.

Microsoft → OpenAI: Existing partnership connections indicated.

Oracle → Nvidia: Oracle spends billions on Nvidia chips.

Smaller connected bubbles include xAI, Mistral, Figure AI, CoreWeave, Nebius, Intel, Nscale, AnySphere, Harvey AI, and Ambience Healthcare, showing their associations with OpenAI or Nvidia.
A colorful bubble chart depicting relationships and valuations within the AI industry, illustrating the “AI bubble.” The largest bubbles represent major companies: Nvidia ($4.5T), OpenAI ($500B), Microsoft ($3.9T), Oracle, and AMD. Arrows show financial and strategic connections: Nvidia → OpenAI: Nvidia plans to invest up to $100 billion. OpenAI → Oracle: OpenAI signs a $300 billion deal with Oracle. OpenAI → AMD: OpenAI to deploy AMD GPUs; AMD gives OpenAI the option to buy shares. Microsoft → OpenAI: Existing partnership connections indicated. Oracle → Nvidia: Oracle spends billions on Nvidia chips. Smaller connected bubbles include xAI, Mistral, Figure AI, CoreWeave, Nebius, Intel, Nscale, AnySphere, Harvey AI, and Ambience Healthcare, showing their associations with OpenAI or Nvidia.