The astonishing investments in artificial intelligence are still coming: AI Chip Giant Nvidia announced last week that it will invest $ 100 billion to openly, the lead in generative AI, to help build data centers. How are these enormous sums possible when the returns on investments, at least for now, pale in comparison? – Large investments – AI -related spending is rising worldwide, expected about $ 1.5 trillion by 2025, according to US research firm Gartner, and more than $ 2 trillion in 2026 – nearly 2 percent of the global GDP. Although tangible returns do not have the investment in the investment, the AI revolution seems unstoppable. “There is no doubt among investors that AI is the most important breakthrough technology” – in accordance with electricity utilization, says Denis Barrier, head of the investment fund Cathay Innovation. Silicon Valley’s mindset “is more about using the opportunity” than to worry about any risks, he said. Geopolitical tension helps to drive the madness, mainly to build massive data centers that contain tens of thousands of expensive chips that require phenomenal electrical power and large -scale, energy -hungry cooling. From 2013 to 2024, private AI investment has $ 470 billion in the United States – nearly a quarter in the last year alone – followed by superpower -medinger China’s $ 119 billion, according to a report from Stanford University. Only a handful of giants are at the end of the reception, with Openai first in the row. In March 2025, Chatgpt’s parent company raised about $ 40 billion, which, according to analysts, brought its estimated valuation to about $ 300 billion. – ‘Circular Finance’ – Openai is now the world’s most valuable company, which exceeds SpaceX, worth $ 500 billion in an employee agreement to sell a limited number of shares. The company led by CEO Sam Altman sits in the middle of an AI Investment Bonanza: It oversees the Stargate project, which acquires $ 400 billion from the $ 500 billion planned by 2029 for Texas data centers that stretch over an area of the size of Manhattan. The White House-backed Consortium contains Softbank, Oracle, Microsoft and Nvidia. Nvidia, which, according to the Pitchbook data, completed more than 50 venture capital offers in 2024, is often hampered for the practice of ‘circular financing’ – which invests in startups using the funds to buy its chips. Some analysts criticize it as bubble fuel behavior. The OpenAI agreement is likely to attract this concern, “says Stacy Rasgon, a research analyst at Bernstein. In the first six months of 2025, Openai moved in about $ 4.3 billion in revenue, the specialist store reported the information this week. search for funds to overcome the gap. Data center investments up to 2030, which according to consultant firm Bain & Company need $ 2 trillion annual income. Worldwide Computer Foot Track by 2030 200 Gigawatts – the annual equivalent of Brazil’s electric consumption – half of it in the United States. bursts, says Dan Ives, a race Securities analyst. The long-term, “Many dollars will go up in smoke, and there will be many losers, such as during the internet bubble, but the internet is left,” said the Silicon Valley investor. BL/ARP/BJT NVIDIA SoftBank Group Oracle Microsoft
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