The AI Deals Raising Fears of a New Tech Bubble

from Big Take · host Bloomberg and iHeartPodcasts

OpenAI and AMD. OpenAI and Nvidia. Oracle and OpenAI. Nvidia and Oracle. There is so much AI-on-AI dealmaking happening in the industry right now, it can be hard to keep track of who has a deal with who — and increasingly, it seems everyone has a deal with everyone else. Today on the Big Take, host Sarah Holder speaks with technology reporter Emily Forgash about the AI giants making circular deals — and why some analysts and experts are concerned about the trend. Read more: OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular DealsSee omnystudio.com/listener for privacy information.

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This episode was published on October 8, 2025.

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