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

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U Unknown Soldier nailed this
 
To me open ai strategy seems all over the place like they move from one thing to the next without completing anything
 
What we know is that Jensen signed nothing yet but he committed to invest in OpenAI for some unknown amount.

But OpenAI is the last company I would invest in. Sam Altman is a fraud.
 
Here's the thing:

Even if OpenAI outright flopped, it would not stop or likely even drastically slow down the AI craze.

Gemini, Grok, and many others (hopefully NOT Co-Pilot) are ready to fill that gap.

But I won't lose even a little sleep if OpenAI collapses.
 
Unknown Soldier said:


It has never been more Joever for Scam Altman

Hopefully this means Memory Crysis averted, I want to get 64 GB of RAM for my main gaming PC
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Yep, Altman can't pay for the RAM that hasn't actually been manufactured yet with the money that he doesn't have.

The quandary for Nvidia is that Google, MS and Amazon are making their own inference hardware (training is harder) alongside a few other vendors (ex.Cerebras) which is why they bought into Groq.

And if OpenAI goes belly up that will potentially reduce GPU demand.
 
neocycle said:
Jensen just denied it.
www.digitimes.com

"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports of a "cooling" relationship as "complete nonsense."
www.digitimes.com
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Of course he would... i mean, what if the pickaxe vendor start to show that... well, the gold is not exactly... GOLD? :-D
 


"We never said we were going to invest $100 billion in one round. They invited us to invest up to $100 billion"

Then why didnt you make that clear last year? Why did they sign a letter of intent if it was just an invitation?? In fact the September 2025 announcement was buttressed by a letter of intent to invest up to $100bn!! Signed by both companies!!! With this I now think the rumours of some disagreements between the two are true. Alot of investment decisions in the market and supply chain(memory)were influenced by this headline deal!! Its unethical and a form of backpedaling to say this now. These large headline figures and letters of intent are causing broader issues. Open AI went on to make the DRAM deal to lock in 40% of global DRAM supply a month later in October 2025 leading to the current memory crisis we're all experiencing
 
slrbomber said:


"We never said we were going to invest $100 billion in one round. They invited us to invest up to $100 billion"

Then why didnt you make that clear last year? Why did they sign a letter of intent if it was just an invitation?? In fact the September 2025 announcement was buttressed by a letter of intent to invest up to $100bn!! Signed by both companies!!! With this I now think the rumours of some disagreements between the two are true. Alot of investment decisions in the market and supply chain(memory)were influenced by this headline deal!! It's unethical and a form of backpedaling to say this now. These large headline figures and letters of intent are causing broader issues. Open AI went on to make the DRAM deal to lock in 40% of global DRAM supply a month later in October 2025 leading to the current memory crisis we're all experiencing
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Exactly you didn't see him making these clarifications at the time of the deal.
 
BennyBlanco said:
IMG-3495.jpg



U Unknown Soldier nailed this
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...other than not being completely factual about the AMD deal. The 10% ownership requires for OpenAI to buy AMD hardware "quite a bit", so it's not given that the deal will be completed. Quite the opposite, really, right now. Do I think the deal is stupid? Yes, of course. But it is still very firmly in the "we'll see" territory. At least AMD got a temporary stock bump out of the announcement, that's something I guess.
 
slrbomber said:


"We never said we were going to invest $100 billion in one round. They invited us to invest up to $100 billion"

Then why didnt you make that clear last year? Why did they sign a letter of intent if it was just an invitation?? In fact the September 2025 announcement was buttressed by a letter of intent to invest up to $100bn!! Signed by both companies!!! With this I now think the rumours of some disagreements between the two are true. Alot of investment decisions in the market and supply chain(memory)were influenced by this headline deal!! Its unethical and a form of backpedaling to say this now. These large headline figures and letters of intent are causing broader issues. Open AI went on to make the DRAM deal to lock in 40% of global DRAM supply a month later in October 2025 leading to the current memory crisis we're all experiencing
Click to expand...

Sounds like he manipulated the market if true.
 
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OpenAI might go kaput to some degree, but the AI madness has spread to more than a few companies. There's a chance the rest of the crew can keep the bubble going for a while longer yet - and there's every chance Microsoft would step in and acquire OpenAI and it's expertise. But, there's no doubt, if OpenAI bursts into flames, it'll push all but the bearish of investors out.
 
slrbomber said:


"We never said we were going to invest $100 billion in one round. They invited us to invest up to $100 billion"

Then why didnt you make that clear last year? Why did they sign a letter of intent if it was just an invitation?? In fact the September 2025 announcement was buttressed by a letter of intent to invest up to $100bn!! Signed by both companies!!! With this I now think the rumours of some disagreements between the two are true. Alot of investment decisions in the market and supply chain(memory)were influenced by this headline deal!! Its unethical and a form of backpedaling to say this now. These large headline figures and letters of intent are causing broader issues. Open AI went on to make the DRAM deal to lock in 40% of global DRAM supply a month later in October 2025 leading to the current memory crisis we're all experiencing
Click to expand...

backpedal-dog.gif
 
ZehDon said:
OpenAI might go kaput to some degree, but the AI madness has spread to more than a few companies. There's a chance the rest of the crew can keep the bubble going for a while longer yet - and there's every chance Microsoft would step in and acquire OpenAI and it's expertise. But, there's no doubt, if OpenAI bursts into flames, it'll push all but the bearish of investors out.
Click to expand...
Let me say that I am slowly getting more and more optimistic that this bubble is going to pop sooner rather than later.

When you have executives starting to acknowledge that the public is really not a fan of where this is heading and many shareholders starting to wonder how all this investment is going to pay off. I have yet to see or hear the average consumer speak highly of AI.

Jensen Huang, love him or hate him, knows that gamers are his fallback and that he has to throw bones to them to keep them around.

Lisa Su, on the otherhand, is fully ready to whore AMD out to AI companies and doesn't seem to care if she kills Radeon in the process.
 
It has been more than 2 weeks with rounds of new about OpenAI running out of money faster they can deliver anything.

Let it happen, it might make the US government reconsider their 1+ trillion investment on AI and the energy infrastructure. If anything, there are certainly big players that will gain something while every loses. Depending on the instability and unsustainability of the AI market, companies like Nvidia could see their stock plummet 30% or more overnight.

Fun times ahead of us.
 
Ignore their words, follow their actions
JohnnyFootball said:
Let me say that I am slowly getting more and more optimistic that this bubble is going to pop sooner rather than later.

When you have executives starting to acknowledge that the public is really not a fan of where this is heading and many shareholders starting to wonder how all this investment is going to pay off. I have yet to see or hear the average consumer speak highly of AI.

Jensen Huang, love him or hate him, knows that gamers are his fallback and that he has to throw bones to them to keep them around.

Lisa Su, on the otherhand, is fully ready to whore AMD out to AI companies and doesn't seem to care if she kills Radeon in the process.
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That bint is overrated. How she got to claim all the credit after Rory Read and Jim Keller saved the company I'll never know.
 
Wait, I need to make this super ironic, I'm gonna have ChatGPT write a comment about this situation:

Honestly, the whole $100 billion Nvidia → OpenAI "megadeal" now looks like a massive case of hype over substance. What's actually happening is way less dramatic than the headlines suggested. The $100 b figure was never a binding commitment — it was more like an upper limit in a letter of intent that both sides could scale back. Nvidia's CEO Jensen Huang has since clarified that they're going to decide on funding round by round, not plop down $100 b in one go, and that they'll invest far less than that while still supporting the current fundraising.


The Wall Street Journal and others reported the arrangement has essentially stalled or been put on ice, with internal doubts at Nvidia about the deal's size and OpenAI's execution approach. That's clearly rattled markets and reignited debates about the risks of these "circular financing" setups in AI.


So it's not exactly a "pull-out" in the sense of Nvidia walking away — more like a reality check. The industry got excited about a unicorn number, but when it came to real economics and risk, Nvidia hit the brakes, calling the plan non-binding and more of a framework than a firm pact.


At this point, the Nvidia–OpenAI relationship isn't dead, but the era of splashy $100 b+ announcements might be over — especially if investors start demanding more discipline and less fireworks.
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slrbomber said:


"We never said we were going to invest $100 billion in one round. They invited us to invest up to $100 billion"

Then why didnt you make that clear last year? Why did they sign a letter of intent if it was just an invitation?? In fact the September 2025 announcement was buttressed by a letter of intent to invest up to $100bn!! Signed by both companies!!! With this I now think the rumours of some disagreements between the two are true. Alot of investment decisions in the market and supply chain(memory)were influenced by this headline deal!! Its unethical and a form of backpedaling to say this now. These large headline figures and letters of intent are causing broader issues. Open AI went on to make the DRAM deal to lock in 40% of global DRAM supply a month later in October 2025 leading to the current memory crisis we're all experiencing
Click to expand...




He honestly sounds pissed off by the line of questioning if you watch the interview.
 
BennyBlanco said:


He honestly sounds pissed off by the line of questioning if you watch the interview.
Click to expand...

Yes he is angry and most of us are confused. He's obfuscating. Why did you sign a $100bn deal if you dont plan on investing up to that amount? The lady is right to ask about the agreement. I wish she was more assertive and asked "okay so what was the significance of the 2025 agreement that you will invest up to $100bn? Why the $100bn figure in the letter of intent?"

because investors and suppliers were looking at that information and influenced by the headline numbers. I understand Open AI has value but this is quite fishy
 
slrbomber said:
Yes he is angry and most of us are confused. He's obfuscating. Why did you sign a $100bn deal if you dont plan on investing up to that amount? The lady is right to ask about the agreement. I wish she was more assertive and asked "okay so what was the significance of the 2025 agreement that you will invest up to $100bn? Why the $100bn figure in the letter of intent?"

because investors and suppliers were looking at that information and influenced by the headline numbers. I understand Open AI has value but this is quite fishy
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The wording in their initial press release is so vague and weird. I don't think they ever signed a thing.




Altman must be shitting his pants about this if he has totally unrelated parties saying things like this
 
BennyBlanco said:


He honestly sounds pissed off by the line of questioning if you watch the interview.
Click to expand...

So this sounds sketchy from both sides.
OpenAI sends out an invite to Nvidia to give 100 billion dollars. So, both companies look good to investors, OpenAI gets 100 billion and Nvidia looks good, but they never do either. Was there something else both companies were trying to get, without Nvidia spending money?
 
JohnnyFootball said:
Here's the thing:

Even if OpenAI outright flopped, it would not stop or likely even drastically slow down the AI craze.

Gemini, Grok, and many others (hopefully NOT Co-Pilot) are ready to fill that gap.

But I won't lose even a little sleep if OpenAI collapses.
Click to expand...
Open AI, the main brand recognition of this whole movement going down would feel like a first domino for a market that help up by investment not real profit.
 
Scam Altman for real. I hear the memory deal he made with the Koreans is also only some only on paper bullshit that probably will never be realized.
 
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