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deep tech TNW June 17, 2026

Gary Marcus warns OpenAI’s IPO could drag Nvidia, Oracle, and CoreWeave down with it

Gary Marcus warns OpenAI’s IPO could drag Nvidia, Oracle, and CoreWeave down with it
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Gary Marcus has spent years warning that the AI industry is building on shaky foundations. Now he sees a specific chain of dominoes: if OpenAI’s IPO underperforms, the fallout will not stop at one company. “Their values rely to a significant degree on the expectation that OpenAI will have an immense demand for chips and […] This story continues at The Next Web

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