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]

• @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.

• @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.

• @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]

• @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-...

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

  Yeah words and *wording* matter... spyglass.org/nvidia-inten...  [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…

• @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]

• @edzitron.com Ed Zitron on bluesky

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

• r/singularity r on reddit

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

• 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/technology r on reddit

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

• r/BetterOffline r on reddit

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

• r/wallstreetbets 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/literaciafinanceira 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/news 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

• r/artificial r on reddit

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

• @midnight_captl @midnight_captl on x

  OpenAI comeback story starting soon $MSFT

• @mentoviax @mentoviax on x

  Jensen Huang: Nvidia $NVDA will “absolutely” invest in OpenAI again—but don't expect anything close to the $100B number floated last year. Reportedly, Huang flagged OpenAI's lack of business discipline and rising pressure from Google and Anthropic. Takeaway: Capital is getting [i…

• @stocksavvyshay Shay Boloor on x

  Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidia's largest investment ever. [image]

• @herbertong Herbert Ong on x

  🚨 Nvidia Investment in OpenAI Round ‘Nothing Like’ $100 Billion $NVDA will “absolutely” be involved in @OpenAI's current funding round, though the investment will be “nothing like” $100 billion, Chief Executive Jensen Huang said. Huang declined to specify how much the [image]

• @stockmktnewz Evan on x

  Nvidia $NVDA CEO Jensen Huang just told reporters: - We are going to make HUGE investments into OpenAI, the investment into OpenAI will likely be Nvidia's largest investment ever [image]

• @qthomp Quinn Thompson on x

  The thing about Jensen's comments is the cat is already out of the bag. Of course they're going to go through with the investment because it'd topple the complex if they didn't. But that doesn't mean he wants to or thinks it's a good use of capital, rather he has to. $50-100B is

• r/OpenAI r on reddit

  NVIDIA CEO Jensen: will absolutely be involved in OpenAI's current funding round, though the investment will be “nothing like” $100B

• @jessefelder Jesse Felder on bluesky

  “Let Sam announce how much he's going to raise — it's for him to decide.  But we will definitely participate in the next round of financing because it's such a good investment.”  -Jensen Huang www.bloomberg.com/news/article...  [image]