AIThe Next Webabout 3 hours ago
Gary Marcus warns OpenAI IPO could hit Nvidia, Oracle, CoreWeave
1 min read
Gary Marcus warns that a weak OpenAI IPO could cascade through the AI supply chain, hitting Nvidia, Oracle, and CoreWeave. OpenAI burns $3.7 billion per quarter and does not expect positive cash flow until 2030. CoreWeave derives significant revenue from OpenAI workloads, much routed through Microsoft.
Level
Hype check
Tap to vote and see what everyone thinks.
