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Could Circular Financing Pop the AI Bubble in 2025? | AI Investments Warning

Is the AI hype train about to derail? In this deep dive, we uncover how circular financing—the risky web of interconnected AI investments among giants like NVIDIA, OpenAI, Microsoft, and Google—could trigger the AI bubble burst in 2025. With over $200B in AI capex fueling valuations that scream "dot-com 2.0," are we on the brink of a massive AI crash? From trillion-dollar deals to overvalued startups like Anthropic and xAI, discover the red flags, expert warnings, and what it means for your portfolio.Whether you're an investor eyeing AI stocks 2025, a tech enthusiast tracking generative AI trends, or just curious about the next big tech bubble, this video breaks it down with real data, insider insights, and predictions from Wall Street pros. Could circular AI deals be the pin that pops it all? Watch now and join the debate in the comments: Will AI survive the squeeze, or is the party over?Key
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Timestamp
0:00 AI Bubble 2025: Trillion-Dollar Circular Money Trap Exposed
(Hook into the recycling of funds and 1999 parallels)
0:25 Massive AI Deals: OpenAI Oracle $300B + NVIDIA's $100B Injection
(Breakdown of headlines like AMD partnership and SoftBank investments)
0:48 What is AI Infrastructure? The $500B Data Center Boom
(Explaining the new industry and why companies finance each other)
1:00 Circular Financing Explained: NVIDIA OpenAI Loop & Oracle Chips
(Core web of deals with CoreWeave and GPU leasing cycle)
1:44 The Illusion of AI Growth: How Circular Deals Fuel Bubbles
(Visualization of the money loop and why it mimics vendor financing)
2:22 AI Crash Warning: $1T OpenAI Deals vs. Revenue Shortfall
(Meta/Google spends, AMD stakes, and the 2T/year gap by 2030)
3:08 Dot-Com 2.0? Expert Predictions on AI Bubble Burst 2025
(Historical parallels, loop breakage risks, and NVIDIA/OpenAI fallout)
3:30 AI Revolution or Bust? Protect Your Portfolio Now
(Tech giants' defense + viewer question on real customers)

Resources:
WSJ-Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? : https://www.wsj.com/tech/ai/is-the-fl...

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