The AI Bubble's Circle of Life Trade is Getting Desperate

Author

Don Kaufman
October 13, 2025

Don Kafuman here. 

Broadcom just announced a deal with OpenAI for 10 gigawatts of AI infrastructure by 2029.

My response? You are full of crap.

I can't believe more people aren't willing to come out and say it out loud. This is an absolute facade at this point, and I'm getting infuriated watching supposedly smart money fall for it.

The Circle of Life Gets Ridiculous

Here's what's happening: OpenAI does deals with Broadcom. OpenAI does deals with Nvidia. OpenAI does deals with AMD. Somehow they're all winning while Apple gets left out completely.

They're just signing pieces of paper back and forth at this point. I call it the "circle of life trade" - the nice way of putting it.

Broadcom announces this deal with OpenAI - which is NOT Nvidia, they're competitors - but somehow Nvidia isn't down today. Neither is AMD. Because they've all done deals with the same guys too.

Meanwhile, apparently Apple's left out in the cold. Nobody has done a deal with Apple.

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