---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000819500.md"
description: "This is what happens when AI funding starts eating itself. Nvidia guaranteeing $250B for OpenAI to buy... more Nvidia chips? That’s not demand, that’s leverage. Memory getting smoked with SK Hynix ADR under IPO shows the supply glut is real. Add oil crashing and yields likely dropping, and the whole “AI + inflation” story falls apart. King NVDA just got dethroned for a reason."
datetime: "2026-07-28T05:40:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000819500.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000819500.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000819500.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# This is what happens when AI funding starts eating…


### Related Stocks

- [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**