The records behind this event
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Company
NVIDIA
The company the AI build-out is denominated in: GPUs, systems, networking and CUDA.
NVIDIA turned a graphics-chip business into the platform underneath modern AI: Hopper and Blackwell GPUs, NVLink rack-scale systems, InfiniBand and Spectrum-X networking from its Mellanox acquisition, and the CUDA software layer that holds it all together. Its data-center revenue grew roughly tenfold between 2023 and 2025, and in 2025 it became the first…
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Company
OpenAI
Maker of ChatGPT and GPT-5, and the buyer behind the biggest compute deals ever signed.
OpenAI turned the transformer into a consumer phenomenon with ChatGPT (hundreds of millions of weekly users) and set the frontier pace from GPT-3 through GPT-4, the o-series reasoning models and GPT-5. In October 2025 it restructured: a nonprofit foundation controlling a public-benefit corporation, Microsoft at roughly 27% (reported). It is also the demand…
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Concept
The Bubble Question
Railroad boom, dot-com rerun, or the real thing? The arguments, attributed.
Skeptics cite the gap between capex and current revenue, circular deals (chipmakers investing in their customers), and historical parallels, even Sam Altman said in 2025 that investors as a whole are 'overexcited' while insisting the underlying technology is real, and an MIT study's '95% of AI pilots fail' line became shorthand for enterprise…
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