| 23.10.2025 Other Voices: Are AI megadeals built on bubble logic? |
| By Sean Peche, Portfolio Manager at Ranmore Fund Management Ltd. On 22 September, there was the $100bn OpenAI and NVIDIA deal, "to build and deploy at least 10 GW of AI data centres with NVIDIA systems." You'd think, for a $100bn deal, you'd "finalise the details" before announcing it, because the last sentence in the press release read: "NVIDIA and OpenAI look forward to finalising the |
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