2026-01-31
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 [image]
Wall Street Journal
Sources: Nvidia's plan to invest up to $100B in OpenAI, announced in September 2025, has stalled after some inside Nvidia expressed doubts about the deal
Nvidia CEO Jensen Huang has privately played down likelihood original deal will be finalized, although the two companies will continue to have a close collaboration
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 [image]
Bloomberg
Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled
Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …
2025-12-12
And not even a Blackwell model...
OpenAI
OpenAI says GPT‑5.2 Thinking beats or ties industry professionals on 70.9% of GDPval knowledge work tasks, delivering outputs at >11x the speed and <1% the cost
OpenAI eyes January exit from “code red” John Werner / Forbes : The Wonder And The Promise Of GPT 5.2 Is Here Benj Edwards / Ars Technica : OpenAI releases GPT-5.2 after “code red”...
2025-11-26
The “TPUs = bad for NVDA” take is up there with the dumbest yet (maybe worse than DeepSeek) as it *completely misses* what actually happened in just the last 6 weeks. And I will remember *who is who in the zoo*. My view... 1) Demand for AI is bananas (no one can meet demand,
CNBC
Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers
Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street's concerns … Source: @nvidianewsroom .