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The Circle of Life

A diagram with boxes and arrows connecting OpenAI, Nvidia, Microsoft, CoreWeave, and Kakashii. Boxes contain text: "OpenAI," "Nvidia," "Microsoft," "CoreWeave," and "Kakashii." Arrows are labeled with text like "GPUs for computing," "Invest to guarantee more GPUs purchases," "Use Credits for Azure for Computing," "Cloud Credits for a stake," "Below cost pricing to secure contracts and lock growth," and "Outsourcing mostly of OpenAI demand."

1:29 AM · Sep 23, 2025

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