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Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns

MarketWatch· Hannah Pedone· Jul 27, 2026 · 9:46 PM
Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns

Investors are fretting over a report that Nvidia could backstop an OpenAI data-center lease, in what would be the largest such arrangement yet.

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