Nvidia revealed plans to invest $100 billion in OpenAI, causing its market cap to soar by $177 billion.

Crypto mining stocks jumped, with AI spending now a major force in the US economy.

TradFi commentators remain skeptical about the vague timetable and scale, raising bubble concerns.

Nvidia’s vendor financing deal boosts confidence on paper, but underlying market fragility—and competition from China—could make the rally short-lived.

As AI investments outpace consumer spending, the next downturn may impact both tech and crypto sectors. For now, optimism keeps valuations rising.