Justin Hendrix: "Circularity can be virtuous on the upside, and vicious on the downside. The deals can work fine, until they don’t."

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Justin Hendrix justinhendrix.bsky.social
"Circularity can be virtuous on the upside, and vicious on the downside. The deals can work fine, until they don’t."
Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble?

How round-trip deals could echo history and hit a wall.

wsj.com
Oct 22, 2025 11:57
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Justin Hendrix justinhendrix.bsky.social · Oct 22, 2025
Another depiction if the circularity of capital flows between OpenAI, Microsoft, Nvidia, CoreWeave, AMD, and Oracle.

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