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BROOOOOO... IS THIS REAL? (Open AI and nVidia deal kaput?)

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Short version of the article:
The proposed up to $100 billion deal between Nvidia and OpenAI is on hold.
The agreement announced last September was nonbinding, and talks never moved beyond early stages.
Nvidia CEO Jensen Huang has privately raised concerns about OpenAI's business discipline and increasing competition from Google and Anthropic.
The partnership is now being reconsidered, with discussions shifting toward a much smaller equity investment as part of OpenAI's current funding round.
The stalled deal is a setback for OpenAI's growth plans and its path toward a potential IPO.
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bighugeguns said:
Just means the supplier is backing a different player?
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seems like they don't believe OpenAI is going to grow much more (that means less money for Nvidia) so are investing less. Google and Anthropic look like the ones that are going to grow and stick around.

OpenAI are bleeding money and will probably suffer most in the next year or two. Google isn't going anywhere and Anthropic are doing well for themselves.
 
True or not, we just need one big boys to slip up, and let the AI trading algorithm to tank the markets.
 
I personally dont care about Open AI bubble bursting OTHERTHAN they be hogging most of Samsung and SK Hynix wafers forcing our RAMpocalyse. That 100M going away means they can't pay Samsung/SK so those wafers open back up to the market!
 
OP should be ashamed with a thread title like that. Keep things professional, sir, it's what separates a forum from texting with your friends. OP's probably even an Android owner.
 
Shogmaster said:
I personally dont care about Open AI bubble bursting OTHERTHAN they be hogging most of Samsung and SK Hynix wafers forcing our RAMpocalyse. That 100M going away means they can't pay Samsung/SK so those wafers open back up to the market!
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If OpenAI was using a non complete deal to already buy hardware with non existing money... They are even more irresponsible than I thought...
 
Shogmaster said:
I personally dont care about Open AI bubble bursting OTHERTHAN they be hogging most of Samsung and SK Hynix wafers forcing our RAMpocalyse. That 100M going away means they can't pay Samsung/SK so those wafers open back up to the market!
Click to expand...
So naive... That only means next in line to hoard all the RAM + NAND will be quick enough to snap 'em before another bidding starts so their price is not as astronomical as the rest who didn't react as fast...
 
EN250 said:
So naive... That only means next in line to hoard all the RAM + NAND will be quick enough to snap 'em before another bidding starts so their price is not as astronomical as the rest who didn't react as fast...
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So story about that was, Samsung had no clue that Altman was making same deal with SK and visa versa. They would have never done the deals if they knew about each other since especially for Samsung, it affects business of pther divisions (they make phones, laptop etc and if say iPhone sales contract due to RAM shortage, their OLED panel sales to Apple also falls off).

They won't be making sane mistake if those wafers free up.
 
I was annoyed by the click bait OP, but then I see how fun he is in the thread and I've flipped.

Go forward with my blessings my son.
 
Would like to believe it, but even if it is true, they're going to try to find some other way to keep pushing AI. Wish that wouldn't be the case, but that's the sad reality.
 
Open AI are in financial shit. The resources it takes versus what it offers is insane. I fit wasn't for those billionaire investors, the ship would of sunk ages ago.
 
Shogmaster said:
I personally dont care about Open AI bubble bursting OTHERTHAN they be hogging most of Samsung and SK Hynix wafers forcing our RAMpocalyse. That 100M going away means they can't pay Samsung/SK so those wafers open back up to the market!
Click to expand...
This is what I immediately thought. Awesome news if it ends up happening. I haven't heard anything about Google or others looking to invest anywhere near OpenAI was in infrastructure build. Jensen redeemed?
 
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