🚨 THE AI BOOM MAY BE RUNNING ON A MASSIVE ACCOUNTING LOOP.
⚠️ Reports suggest OpenAI and Anthropic now make up a huge share of future cloud revenue pipelines at Microsoft, Amazon, Google, and Oracle.
Here’s the concern:
Big tech firms invest billions into AI startups… Then those startups immediately spend the same money renting cloud servers from the same tech firms.
📈 The cloud usage is then recorded as “real revenue.”
Critics argue this creates a circular loop where investments become sales, sales boost profits, and rising valuations inflate stock prices — even while many AI firms still burn enormous amounts of cash.
🔥 Some analysts are now comparing the structure to the dot-com era revenue games before the 2001 crash.
The AI trade is becoming one of the most controversial stories on Wall Street.
#AI #NVIDIA #OpenAI #Stocks #Markets
⚠️ Reports suggest OpenAI and Anthropic now make up a huge share of future cloud revenue pipelines at Microsoft, Amazon, Google, and Oracle.
Here’s the concern:
Big tech firms invest billions into AI startups… Then those startups immediately spend the same money renting cloud servers from the same tech firms.
📈 The cloud usage is then recorded as “real revenue.”
Critics argue this creates a circular loop where investments become sales, sales boost profits, and rising valuations inflate stock prices — even while many AI firms still burn enormous amounts of cash.
🔥 Some analysts are now comparing the structure to the dot-com era revenue games before the 2001 crash.
The AI trade is becoming one of the most controversial stories on Wall Street.
#AI #NVIDIA #OpenAI #Stocks #Markets