OpenAI is at the center of the AI hype vortex. VC want AI startups. AI startups don't have their own tech, they are reselling OpenAI APIs. Microsoft wants to du

OpenAI is at the center of the AI hype vortex. VC want AI startups. AI startups don't have their own tech, they are reselling OpenAI APIs. Microsoft wants to dump money into OpenAI because they immediately book their investment as Azure revenue, and because it helps them make Google look bad. NVidia obviously happy to participate by selling Microsoft the hardware they need to rent to OpenAI with the money that Microsoft gave them in the first place. Nothing about the tornado of money looks like it would end in the next year. It has plenty of momentum.