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 Deals

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 &mdash; 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 &mdash; and why some analysts and experts are concerned about the trend.
Read more:&nbsp;<a href="https://www.bloomberg.com/news/features/2025-10-07/openai-s-nvidia-amd-deals-boost-1-trillion-ai-boom-with-circular-deals?srnd=phx-bigtake">OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals</a>

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

Big Take

The AI Deals Raising Fears of a New Tech Bubble

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a04a29ce-d520-4c31-92d5-b370015a6f1a/transcript

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