Based solely on the provided article body, Ed Zitron argues that the AI bubble is an "OpenAI bubble" and that the company has become "one of the largest liabilities in recent economic history." He states that without OpenAI, "the AI industry doesn’t exist, and the justification for trillions of dollars of capex evaporates." Zitron claims the bubble is not based on return on investment but on "cult-like psychosis" and "the greatest capital misallocation in history," which has persisted only because "OpenAI has yet to collapse." He describes its failure as "the Lehman Brothers of the AI bubble." The article notes that "OpenAI intends to burn over $852 billion by the end of 2030" and accounts for "$748 billion of the remaining performance obligations of Microsoft, Amazon, and Oracle, on top of at least another $70 billion of RPOs across Cerebras, CoreWeave, Nebius, IREN, Lambda, and Nscale." It plans to spend "$50 billion or more on compute this year," which Zitron estimates is "more than 50% of all global AI compute spend." OpenAI can afford this due to its latest "$122 billion funding round," of which it has received "at least $50 billion, with $20 billion from SoftBank." The article also mentions that NVIDIA "estimate[d] that one AI research and deployment company contributed to a meaningful amount of [its] revenue" in