Nvidia invested in CoreWeave then contracted to rent back its own GPUs, creating a circular financing structure underpinning the AI buildout.

Oracle is building over $400 billion worth of data center capacity (7.1 gigawatts) solely for OpenAI, with no other customer in existence capable of absorbing that capacity.

“Oracle is building 7.1 gawatt of data centers. So over $400 billion worth just for OpenAI. There is not a customer on Earth.”