this post was submitted on 05 Feb 2026
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The OpenAI and Nvidia $100b not-a-deal is off (pivot-to-ai.com)
submitted 1 day ago by dgerard@awful.systems to c/techtakes@awful.systems
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a mere memorandum of understanding

https://www.youtube.com/watch?v=JSUjc6XR_Vk&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260205-the-openai-and-nvidia-100b-not-a-deal-is-off - podcast

time: 5 min 58 sec

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[–] dgerard@awful.systems 6 points 1 day ago

On the other hand, Nvidia is doing some very questionable circular looking deals.

On the other other hand, Jensen knows precisely how to surf a bubble while it's bubbling, he's done it before. When you do stupid shit and the number goes up, shareholders don't have a lot to get aggrieved about.