ilmscore | Are We In An AI Bubble?

Are We In An AI Bubble?

Published: 2025-11-18
Status: Available | Analyzed

Predictions from this Video

Total: 10
Correct: 5
Incorrect: 2
Pending: 3
Unrated: 0
Prediction
Topic
Status
Nvidia's valuation is directly tied to its role as a bet on the future of AI, indicating its significant and growing importance in the AI sector.
"Nvidia. It's worth trillions and trillions of dollars because it's a way for the world to bet on the future of AI."
AI Economy
Correct
Nvidia has made a significant investment of $100 billion into OpenAI to fuel its development.
"So Nvidia decides to invest into OpenAI, the people behind Chad GBT. So they're like, "Here's hund00 billion. Go build stuff.""
OpenAI
Incorrect
The demand generated by AI development is leading to increased revenue for cloud service providers like Oracle and Microsoft.
"Well, then Oracle and Microsoft are like, "Wow, look at all this demand that we have for our services. We're making money, right?""
Cloud Services Demand
Correct
Oracle is purchasing tens of billions of dollars worth of Nvidia GPUs to meet the demand driven by AI.
"Oracle then takes that demand and buys tens of billions of dollars of Nvidia GPUs."
Nvidia GPU Demand
Correct
Nvidia is positioned as the central and most valuable company in the AI economy, with its valuation being a reflection of global investment in the future of AI.
"So at the center of this is the most valuable company in the world, Nvidia. It's worth trillions and trillions of dollars because it's a way for the world to bet on the future of AI."
AI Economy Financing
Correct
A circular financing model exists where Nvidia invests in OpenAI, OpenAI uses cloud services from Oracle, and Oracle in turn purchases Nvidia GPUs, creating a self-reinforcing investment cycle within the AI economy.
"And then Nvidia agrees to invest more of that money back into Open AI. So the money goes from Nvidia to OpenAI, from OpenAI to Oracle, and then from Oracle right back to Nvidia."
AI Investment Cycle
Pending
Nvidia is predicted to invest $100 billion into OpenAI to support their development.
"So Nvidia decides to invest into OpenAI, the people behind Chad GBT. So they're like, "Here's hund00 billion. Go build stuff.""
OpenAI Funding
Incorrect
OpenAI, after receiving $100 billion in funding, is expected to enter into significant cloud service contracts with Oracle and Microsoft to host their AI models.
"OpenAI is like, "Cool, we got a hundred billion. So it then commits to huge cloud contracts with other companies like Oracle and Microsoft to run their models.""
Cloud Contracts for AI Models
Correct
Oracle is predicted to purchase tens of billions of dollars worth of Nvidia GPUs in response to increased demand for their services driven by AI model hosting.
"Oracle then takes that demand and buys tens of billions of dollars of Nvidia GPUs."
Oracle GPU Procurement
Pending
Nvidia is expected to reinvest capital back into OpenAI, completing a circular financing loop.
"And then Nvidia agrees to invest more of that money back into Open AI."
Nvidia Reinvestment in OpenAI
Pending