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OpenAI, SoftBank, and Nvidia

West Coast Stat Views (on Observational Epidemiology and more) · published 30 July 2026

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Yesterday's Alarmism is Tomorrow's Consensus Read at the source ↗

observationalepidemiology.blogspot.com

https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg-mQp4r_xRHsMDMBH4r7jT-kXlgSPfKfgAqanOMxHLTT79cEgy5tw-rp_QReF1ACHUD0hAEakCfJM0H9fsV1nUpeIFLec3zWW6h9ZutbOy6ex8Tv2dtC6rqFWqOY88RNsja9mEeRlSAfBbBeE9xDpHY-Zr-hW-8nhoSCK156d9EW30QXc6_f98jrR5f5Kw/s1000/circular.webp

blogger.googleusercontent.com

The Subprime Data Center Crisis Read at the source ↗

wheresyoured.at

https://www.semafor.com/newsletter/07/28/2026/semafor-business-contagion-risk

semafor.com

https://www.wsj.com/tech/ai/nvidia-in-talks-with-openai-to-guarantee-250-billion-financing-for-data-center-3dd6eae3

wsj.com

https://www.semafor.com/article/06/02/2026/anthropic-needs-a-co-signer

semafor.com

https://www.bloomberg.com/news/articles/2025-10-16/-google-backstop-adds-new-twist-to-data-center-financing-frenzy

bloomberg.com

https://talkingpointsmemo.com/edblog/ai-and-bubbles-all-the-way-down

talkingpointsmemo.com

https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBGnsr424UPXbGg2ezMZk7_sWRXI7L-6Z8cHwbzG0coE_syVSYSeZWksL4lOKm2g91wZLgQ3v9sGYZjpKYz1-vLr73yH2cTUbk5m9AbOAyNRbx6cRNeZ2gsK6onpSDm6s-6PplafI-a7ZSJFbWFRpC8SddMz__cowq5DRUhVb0qotqbHcLtZTJXqHSin5H/s400/web-shills-cant-cash-chips.jpg

blogger.googleusercontent.com

https://www.cnbc.com/2025/03/31/openai-closes-40-billion-in-funding-the-largest-private-fundraise-in-history-softbank-chatgpt.html

cnbc.com

https://group.softbank/en/news/press/20260327

group.softbank

https://group.softbank/media/Project/sbg/sbg/pdf/ir/presentations/2025/investor-finance_q3fy2025_01_en.pdf

group.softbank

https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3524737

spglobal.com

https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3524738

spglobal.com

https://www.wheresyoured.at/exclusive-openai-financials/

wheresyoured.at

As previously mentioned, sometimes it's less about the facts and more about who's saying them. Read at the source ↗

observationalepidemiology.blogspot.com

https://www.marketplace.org/story/2026/07/29/if-the-ai-bubble-pops-what-happens

marketplace.org