I wish I could find the video I saw recently, but it was scary. It's a circular economy. Oracle says it will buy processors from nVidia, Amazon says it will buy DBs from Oracle, Microsoft says it will buy servers from Intel, and Intel says it will run fabs for nVidia chips.Dr Strangelove wrote: Wed Oct 29, 2025 2:16 pm
The real story here is Nvidia stopped being a chip company and started building a platform moat across every industry that matters. Pharma, defense, automotive, telecom, energy, transportation. They’re not just selling GPUs anymore, they’re embedding themselves into the infrastructure layer of AI deployment. Every partnership is a lock-in play.
No one has to pay anyone anything, but al the apparent deals all pay for each other and make their stock prices rise on all the big orders. "Money" ie:promises goes from nVidia -> oracle -> amazon -> intel -> nVidia. It all loops nicely.
Until it doesn't.
