The first signal of AI foam collapse appears The climax of AI is 1. Nvidia pledges to invest $100 billion in OPENAI 2. OPENAI promises to buy computing power from Oracle 3. Oracle buys graphics cards from NVIDIA, greatly expands data centers, and then sells them to OPENAI Now Nvidia CEO Huang said, 'Who said I would definitely vote for TMD? He invited us to vote, but I haven't decided whether or not to vote yet.'? So OPENAI said over there, 'Why don't we make our own chips, damn it?'. Oracle Bone Script: What is it? I spent so much money to buy cards and build a data center. What are you two playing with? That's it, I'll lay off employees first, it's going to collapse. Why did Lao Huang change his face? Because Lao Huang can see that the subscription of CHATGPT is getting slower and slower, with an annual loss of 5 billion US dollars, the money earned from selling graphics cards cannot be spent like this - this is wise. In a bull market, we make money quickly, but the investment funds that are spent recklessly are basically not recovered. Now Oracle's stock has already collapsed as a tribute. He spent $50 billion to build a data center. If OPENAI runs out of money, he won't be able to find customers, and this data center will become a waste. So, Silicon Valley's left to right game encountered its first 'yellow swan'. AI is great, of course, but the foam is bigger. The exception is Google, which makes a lot of money, and GEMINI is getting stronger and cheaper, with more and more users. The next script may be: Scenario 1: OPENAI goes public, raising money in waves, rushing up waves, and then collapsing ceaselessly, causing the AI foam to burst. Then I saw that the person who posted this made a fortune by searching 150 on Google. Script 2: Not listed directly, collapsing on the spot Script 3: Listed, persevered, the collapse time was extended a bit, but ultimately collapsed.