Nvidia, OpenAI: Perpetuum mobile money machine?!

As useful as it may be AI is not free.

In fact it is very expensive.

Both in money, and in electrical energy.
And there is not enough energy, not even close. Will get expensive.

Thanks to NVIDIA HW and AI models, in last a few years,
stock market is "betting" heavily on AI related stocks.
In fact this is what keep stock market afloat, preventing recession.

Now, for this "machine" to keep sucking more money, it needs to keep spending money.
Also, Nvidia now has "China problem", prevented to sell in volume to China.

Solution:
NVidia invests huge money in OpenAI, and OpenAI then spends that money buying from Nvidia.

Magic!
And to deploy all this HW, someone needs to build "data centers".
Since this customer is "secured", Oracle can get big loans to build and operate them. 
Magic again!

And since this is "good for economy, and good for country", politicians and bankers are on board.
Third time the magic!

But will all this "power" be able to deliver so much business value to justify investment?
Or this may end up being another "dot-com bust" gigantic Ponzi scheme

Nvidia’s $100B Deal with OpenAI: The Biggest AI Deal in History - YouTube

AI: A Perpetuum Mobile, or perpetual motion machine, is a hypothetical device that could operate indefinitely without any external energy input, typically by performing work continuously. However, such machines are impossible because they inevitably violate the fundamental Laws of Thermodynamics, which state that energy cannot be created out of nothing (First Law) and that no process is 100% efficient, as some energy is always lost as heat (Second Law). Throughout history, many designs have been proposed and built to demonstrate perpetual motion, but all have failed because they cannot overcome the inevitable losses due to friction and other factors.

Nvidia investing $100B into OpenAI in order for OpenAI to buy more Nvidia chips : r/ChatGPT

OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems | OpenAI

• Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure. 
• To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed.
• The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on NVIDIA’s Vera Rubin platform.

OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems | NVIDIA Newsroom

Ai Agents vs Vibe coding

As to be expected, enthusiasm for "vibe" code gen based on unstructured spoken language didn't last.

Even with mostly automatic tools, one needs to "think". And that is hard for most people.

So now new "spin" is to delegate thinking/planning to AI tools, too.

The problem is not "artificial intelligence", it is "natural stupidity".

And the only cure for this is hard work, and thinking.

And no AI tool can help with that. But it can replace.

Vibe coding is dead: Agentic swarm coding is the new enterprise moat