Post #6448

💰Morgan Stanley just flagged a dangerous new money loop in AI. At the center is OpenAI. Microsoft invested $13B → OpenAI commits up to $250B on its cloud. Oracle signs a $300B deal → spends it on Nvidia chips. Nvidia invests in OpenAI → OpenAI buys Nvidia GPUs. Amazon puts in $50B → OpenAI agrees to spend $100B on AWS. The same money keeps circulating between the same players. Morgan Stanley calls it “capital inner circulation”, growth driven by commitments, not real revenue. Here’s the risk: OpenAI makes $13B a year… but has over $1T in spending commitments. If that future revenue doesn’t show up, the entire chain. Microsoft, Amazon, Oracle, Nvidia gets hit at once. This isn’t just hype, it’s systemic. @aipost🏴