Discussion

• @dratchcap Matt Dratch on x

  This type of garbage is getting tiring. WSJ's headline implies Nvidia is bailing on OpenAI, but the article itself says the original “$100B / 10GW” framework was nonbinding and never a finalized contract (old news, Jensen didn't like the $amd deal either - duh). It also says [ima…

• @thestalwart Joe Weisenthal on x

  Literally two days after we started dunking on @edzitron https://www.wsj.com/... [image]

• @firstadopter Tae Kim on x

  The delay in finalizing after the $100 billion letter of intent announcement spoke volumes. The AMD deal probably didn't help either, but I still expect some kind of large equity investment. [image]

• @rincewind.run Micah on bluesky

  lmao  —  look, generative AI is not going to die, even if the current bubble bursts  —  but OpenAI might [embedded post]

• @rincewind.run Micah on bluesky

  they have the first mover advantage and it's considerable - even now, ChatGPT is easily the most popular consumer option  —  but Claude is eating their lunch on coding, Gemini has made real headway on general consumer stuff, and unlike the rest of the hyperscalars they don't have…

• @mgsiegler.com M.G. Siegler on bluesky

  Yeah words and *wording* matter... spyglass.org/nvidia-inten...  [embedded post]

• @edzitron.com Ed Zitron on bluesky

  Oh is that right?  Is that right????  —  www.wheresyoured.at/the-enshitti...  [embedded post]

• r/BetterOffline r on reddit

  WSJ Exclusive: “The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice”

• r/singularity r on reddit

  The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice, “Jensen Huang has privately criticized what he has described as a lack of discipline …

• r/AMD_Stock r on reddit

  NVIDIA,OpenAI &100 billion dollar deal on Ice

• r/wallstreetbets r on reddit

  The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice

• r/technology r on reddit

  The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice

• @tszzl Roon on x

  @conorsen you just have to assume it's all part of a complex narrative war as people try to negotiate 12 figures of capital

• @miles_brundage Miles Brundage on x

  Finally I have something to potentially bond with Jensen over if I ever meet him [image]

• @conorsen Conor Sen on x

  The question isn't why Jensen has misgivings about OpenAI, it's why does the WSJ now know this as well?

• @marypcbuk Mary Branscombe on bluesky

  everyone who works with OpenAI ends up being gobsmacked that anything happens there with how badly the company is run; even after Microsoft parachuted in and rebuilt the board [embedded post]

• r/NVDA_Stock r on reddit

  Are you guys ready to start the next monday with a Red screen?

• r/news r on reddit

  Nvidia's plan to invest up to $100 billion in OpenAI has stalled, WSJ reports

• r/hardware r on reddit

  Nvidia's plan to invest up to $100 billion in OpenAI has stalled, WSJ reports

• r/technology r on reddit

  Nvidia's plan to invest up to $100 billion in OpenAI has stalled, WSJ reports

• @segyges SE Gyges on bluesky

  how bad does it have to be for the shovel company to refuse to invest in gold mines [embedded post]

• r/literaciafinanceira r on reddit

  Nvidia's plan to invest up to $100 billion in OpenAI has stalled, WSJ reports

• @carnage4life Dare Obasanjo on bluesky

  Nvidia realizes giving OpenAI $100B so they can afford to buy Nvidia chips may not be a good investment after all.  —  Looks like some sobering up after over-indulging on circular deals.

• @ivanthek @ivanthek on bluesky

  This is either a new Code Red for OpenAI or a negotiating tactic by Nvidia to squeeze more from Altman.  —  I'll go with the latter for now.  —  www.wsj.com/tech/ai/the-...

• @breakify @breakify on bluesky

  The circular economy around AI is just a bunch of fake pronouncements by a couple dozen mega corporations designed to juice tech stocks.  This is the only thing holding up the global economy right now.  Total house of cards.

• r/singularity r on reddit

  NVIDIA's Huang said it was “nonsense” to say he was unhappy with OpenAI.

• r/artificial r on reddit

  The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice