Why ChatGPT Could Cause the Next Recession...Look at Nvidia’s footnotes

ChatGPT, used by over 900 million people weekly, faces significant financial challenges, having lost over $12 billion in three months. Its potential failure could trigger a US recession. Nvidia's financial disclosures reveal substantial ties to OpenAI, with five customers owing Nvidia $44 billion. Microsoft earned $24.1 billion from OpenAI last year, and Oracle has a reported $300 billion deal with OpenAI. Nvidia has even guaranteed up to $105 billion in lease payments for an OpenAI data center.

This report uniquely traces the financial dependencies from Nvidia's footnotes to OpenAI's potential impact on the US economy, unlike other analyses focusing solely on OpenAI's losses.