6 Trillion MAD (AI) MONEY
(Even) Bigger than You (Could Have) Imagined
The AI world is a financial madhouse, with billions flying faster than Jim Cramer on a caffeine bender!
Based on Bloomberg’s wild visualization of AI’s big dogs, here’s the juiciest deals—amounts, what they’re for, and when they dropped. Get ready for a rollercoaster ride of MAD (AI) MONEY:
Microsoft’s Mega Bet on OpenAI: $13 billion total (with $10 billion in 2023 and more). This cash tsunami powers OpenAI’s GPT models, giving Microsoft exclusive cloud access and a VIP pass to AI breakthroughs. Kicked off in 2019, with a massive push in late 2023.
NVIDIA’s $100 Billion OpenAI Power Play: Up to $100 billion. NVIDIA’s dumping cash into OpenAI to supercharge AI research and GPU-heavy model training. Announced with a bang in early 2024 as AI demand exploded.
AMD’s $160 Million OpenAI Stock Gamble: Up to $160 million in AMD shares. This equity deal lures OpenAI to use AMD’s MI300X GPUs, challenging NVIDIA’s AI compute throne. Locked in mid-2024.
OpenAI’s $300 Billion Oracle Cloud Deal: $300 billion multi-year pact. OpenAI taps Oracle’s cloud to handle ChatGPT’s insane growth and AI training demands. Sealed in June 2024.
Oracle’s NVIDIA Chip Binge: Tens of billions ($10-20 billion yearly). Oracle’s hoarding NVIDIA GPUs to juice its AI cloud, taking on AWS and Azure. Ramp-up hit fever pitch in Q3-Q4 2024.
OpenAI’s AMD GPU Rollout: Tied to $160 million share option, value TBD. OpenAI’s rolling out AMD accelerators for cost-effective AI workloads, diversifying its tech stack. Launched late 2024.
This cash haul, hitting over $5.9 trillion (thanks to NVIDIA’s $4.5 trillion market cap), shows the wild bets on AI’s future. But it’s just the tip of the iceberg!
These deals are only a slice of the MAD (AI) MONEY madness, spotlighting a few U.S. heavyweights.
Globally, AI’s cash explosion is off the charts—Stanford’s 2025 AI Index pegs U.S. private investment at $109.1 billion in 2024, with generative AI snagging $33.9 billion worldwide.
VC funding for AI startups surged 62% to $110 billion, while Microsoft, Alphabet, Amazon, and Meta plan $320 billion in AI capex for 2025 (up from $230 billion in 2024).
Add China’s $47.5 billion chip fund and Saudi Arabia’s $100 billion Transcendence project, and the total estimated AI investment for 2025 blasts past $500 billion.
This is a global economic shake-up—faster than Cramer yelling “Buy, buy, buy!”—so hold on tight!
PS - Nvidia offered me I think a measly 15k in January 2025 but I knew this was only a trap. *** also please note HARVEY AI appendant to OAI.