Yesterday I pointed out that nVidia, unlike OpenAI, has a genuine fiduciary responsibility to its owners. As a result, nVidia isn't likely to enter binding deals without proof of either cash or profitability.
this post was submitted on 05 Feb 2026
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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.
https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3
This is the original source the podcast cites if anyone wants the information faster.