Case Study: The Circular Economy of AI Capital [Premium PDF Report]

A $634 billion feedback loop is reshaping global capital markets.
And it’s powered by GPUs, not cash.

Innovation catalyst? Or speculative house of cards?

Tech giants will spend $353 billion on AI infrastructure this year.
That’s 2.26% of the entire U.S. economy, a level seen only during past speculative bubbles.

But this time, capital flows in a circle.
NVIDIA finances OpenAI... who buys NVIDIA chips.
AMD gives OpenAI billions in warrants... to lock in future sales.
Energy companies restart nuclear plants... to power data centers that need more chips.
Each player funds the next. The loop closes.

Our latest case study examines this investment architecture.
Where does innovation end and bubble inflation begin?

This isn't just about technology.

It's about financial innovation, systemic risk, and the blurred line between capital markets and computing power.

Here’s what you’ll find inside this actionable case study:

• ✅ The $634B capital loop: How NVIDIA, AMD, OpenAI, and SoftBank created a self-reinforcing system

• ✅ Deal structures and strategy: What the $100B NVIDIA-OpenAI and $34B AMD-OpenAI partnerships reveal

• ✅ The $500B Stargate Project: How AI infrastructure and nuclear energy became financially intertwined

• ✅ Valuation reality check: Can OpenAI justify its $500B price tag?

• ✅ Risk parallels: What today’s AI boom shares with the 2000s telecom bubble

• ✅ Systemic risk map: How circular financing could amplify shocks across tech, energy, and capital markets

• ✅ Strategic dilemmas: The trade-offs between growth, independence, and stability facing every player

Take a peak of what's inside this Case Study:

While AI capital continues reshaping markets in real time, this case study provides the data, context, and frameworks to understand where the next correction or the next trillion-dollar opportunity might emerge.

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