The $100B megadeal between OpenAI and Nvidia is on ice

Post by snypher » Sat, Jan 31, 2026, 1:12 AM UTC

Morromist wrote: post #20

jt2190 wrote: post #10

Last paragraph is informative: > Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs. So which leading AI company is goi…

Nvidia had the chance to build its own AI software and chose not to. It was a good choice so far, better to sell shovels than go to the mines - but they still could go mining if the other miners start making their own shovels. If I were Nvidia I would be hedging my bets a little. OpenAI looks like it's on shaky ground, it might not be around in a few years.

Post by nick49488171 » Sat, Jan 31, 2026, 1:14 AM UTC

jt2190 wrote: post #10

Last paragraph is informative: > Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs. So which leading AI company is goi…

Post by Onavo » Sat, Jan 31, 2026, 1:19 AM UTC

funkyfiddler369 wrote: post #24

jjcm wrote: post #19

Not only has OpenAI's market share gone down significantly in the last 6mo, Nvidia has been using its newfound liquid funds to train its own family of models[1]. An alliance with OpenAI just makes less sense today than it did 6mo ago. [1] https://blogs.nvidia.com/blog/open-models-data-tools-acceler...

[flagged]

Post by ekianjo » Sat, Jan 31, 2026, 1:21 AM UTC

dfajgljsldkjag wrote: post #15

jt2190 wrote: post #10

Last paragraph is informative: > Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs. So which leading AI company is goi…

the chinese will probably figure out a way to sneak the nvidia chips around the sanctions

Post by raincole » Sat, Jan 31, 2026, 1:31 AM UTC

jt2190 wrote: post #10

Last paragraph is informative: > Anthropic relies heavily on a combination of chips designed by Amazon Web Services known as Trainium, as well as Google’s in-house designed TPU processors, to train its AI models. Google largely uses its TPUs to train Gemini. Both chips represent major competitive threats to Nvidia’s best-selling products, known as graphics processing units, or GPUs. So which leading AI company is goi…