Is the Great AI meltdown imminent? [NSFW]
We recorded 2 claims from this post. 2 can’t be checked. 4 more are held. Read the post at its source.
Claims from this post (2)
In the order they appear in the post. Each quotation is the speaker’s words in this post. A label such as “Supported” or “Can’t be checked” is the claim’s current assessment; its page has the evidence and the reasons.
Assessment: Can’t be checkedSaid
Conditional forecast
“If this deal collapses, possibly bringing down OpenAI, the multitrillion dollar expansion that so many were anticipating might well not happen at all.”
Our reading: If the Nvidia–OpenAI deal collapses, the anticipated multitrillion-dollar AI expansion might well not happen at all.
No horizon
Only if: if the Nvidia–OpenAI deal collapses
Assessment: Can’t be checkedSaid
Conditional forecast
“If this deal collapses, possibly bringing down OpenAI, the multitrillion dollar expansion that so many were anticipating might well not happen at all.”
Our reading: If the Nvidia–OpenAI deal collapses, it could possibly bring down OpenAI.
No horizon
Only if: if the Nvidia–OpenAI deal collapses
Held from this post (4)
These records did not pass every check, so nothing about them is published. Held is not a finding.
- The criteria are ambiguous. Our reading, not assessed: Nvidia has apparently pulled back from its $100B OpenAI commitment and is hinting at about $20B instead.
- The two reviews read the claim differently
- The record does not meet the current rules. Our reading, not assessed: The big economic news in AI in 2025 was circular financing, such as a deal in which Nvidia was supposedly going to put $100 billion into OpenAI, which would then buy a lot of Nvidia chips.
- The record does not meet the current rules. Our reading, not assessed: The circular financing arrangements in AI from 2025 are poised to collapse, which he calls the big economic news in AI in 2026.