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In order for the brothers to have a clearer understanding of the AI narrative strategies of the major US stocks, this chart was specially created.
To be honest, the "closed-loop feeding game" of AI giants is really freaking exciting!
Nvidia plans to invest $100 billion in OpenAI → OpenAI will purchase $300 billion in computing power from Oracle over five years → Oracle will then buy GB200 in bulk from Nvidia → The money goes back to Nvidia.
Microsoft has invested over $13 billion in OpenAI → OpenAI uses this money to buy Azure (underlying Nvidia GPUs) → Nvidia then makes a reverse investment in OpenAI.
Microsoft and Nvidia co-invested $15 billion in Anthropic → Anthropic committed to buying $30 billion in Azure → funds flow back.
Starting from 2027, the global AI infrastructure will have an annual new demand of about 1 trillion USD, with a cumulative demand of 5-7 trillion USD from 2025 to 2030. Currently, 121 billion only accounts for 2.3%, which is just the "seed capital".