AI Bermuda Triangle
In this edition: Open AI-Nvidia-Oracle dealmaking, Apple's design and Nishith's series recommendation | Mixology 75
The Bermuda Triangle is a region in North America where many ships, aircraft and people have… vanished. Or so the story goes.
The AI Bermuda Triangle is also based in America. Only, in this case, it is money that is disappearing (or ‘getting invested’ as they call it) and this is no story. It’s very real
🌏 Product & Design News:
The Billion-Dollar Triangle: Nvidia, OpenAI & Oracle
Something big is happening in AI land. In the last two weeks, OpenAI has unveiled partnerships that sound more like sci-fi than business:
With Oracle: a plan worth hundreds of billions to build giant AI data centers (code-named Stargate), giving OpenAI access to massive computing power.
With Nvidia: an agreement where Nvidia may put in up to $100B in cash + GPUs to help OpenAI scale, while also locking itself in as the go-to chip supplier.
Here’s the twist: this isn’t just about OpenAI buying hardware. It’s a triangle of money and chips:
Nvidia invests in OpenAI →
OpenAI spends on compute via Oracle →
Oracle buys Nvidia chips to serve OpenAI →
…and back to Nvidia.
A meme floating on the internet aptly captures this troika:
It’s a self-reinforcing loop that could either fuel the next industrial revolution or inflate a bubble.
Why worry? Because these are plans, not finished builds. The first new gigawatt of compute is only expected by late 2026.
Meanwhile, AI usage may not grow as endlessly as assumed, regulators could step in, or new tech could make today’s massive GPU farms obsolete.
For now, though, Wall Street and Silicon Valley are betting big that compute is the new oil and Nvidia, OpenAI, and Oracle are rushing to own the wells.
🗞 Related 👉
Nvidia is partnering up with OpenAI to offer compute and cash
OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites
Oracle to buy $40 billion of Nvidia chips for OpenAI’s US data center
👉🏻PS: Have an interesting read to recommend to 9000+ readers? You can also recommend your own article/video/case study. Tell us here.
📅 Events @ UXHack:
Weekend Hackathon #84 Results
👉🏻 Product: Apple
Context: Improve the design of this screen which is shown to the user when buying the phone.
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🖥️ From Founders’ Desk:
A web series recommendation from Nishith: Mitti - Ek Nayi Pehchaan
I got a recommendation for this series from my sister. I watched it a few weeks back and found it pretty interesting and inspiring at the same time.
It revolves around how a person with a corporate job found his calling in agriculture and how he launched a startup in that domain.
I think it has definitely helped me understand more nuances around farming, its challenges, and the modern techniques.
If you haven’t got a chance to watch it, do try this one out during the upcoming holidays :)
Though a caveat, this is a more serious one in the zone of RocketSingh - Salesman of the Year (I think it’s again an underrated gem), so you will enjoy it if you like this type of storytelling.
Endnote:
What do you make of all the AI investments? Are they for real or just a ‘ponzi’ scheme in the making?
And what are your thoughts on Apple’s Design for their product pages? We’d love to hear over on our discussion group on Whatsapp
Until next time.. Bye!
