Featured
All Case Studies
The AI Triangle
OpenAI ↔ Microsoft ↔ NVIDIA
Microsoft invests billions in OpenAI. OpenAI spends it on Microsoft Azure and NVIDIA GPUs. NVIDIA sells to Microsoft. The same money flows in circles—trace the loop yourself.
openaimicrosoftnvidia
View case study
Project Stargate
OpenAI × SoftBank × Oracle
A $500 billion bet on AI infrastructure. SoftBank funds it, OpenAI operates it, Oracle and NVIDIA build it. The biggest AI infrastructure project ever announced.
openaisoftbankoraclenvidia
View case study
The Anthropic Proxy War
Amazon vs Google
Two cloud giants each invest billions in the same AI startup—then compete to be its cloud provider. The money flows in, then flows right back out as cloud spend.
amazongoogleanthropic
View case study
The GPU Cloud Loop
CoreWeave × NVIDIA × OpenAI
NVIDIA invests in CoreWeave. CoreWeave buys NVIDIA GPUs. NVIDIA buys back $6.3B of compute. OpenAI signs a $12B contract. The same chips, endlessly resold.
coreweavenvidiamicrosoftopenai
View case study