The $100B megadeal between OpenAI and Nvidia is on ice • Hacker News Board

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

#61

Post by jychang » Sat, Jan 31, 2026, 2:40 AM UTC

breput wrote: post #41

sailingparrot wrote: post #34

Earlier quoted context omitted.

> Nvidia has been using its newfound liquid funds to train its own family of models Nvidia has always had its own family of models, it's nothing new and not something you should read too much into IMHO. They use those as template other people can leverage and they are of course optimized for Nvidia hardware. Nvidia has been training models in the Megatron family as well as many others since at least 2019 which was us…

Nemotron-3-Nano-30B-A3B[0][1] is a very impressive local model. It is good with tool calling and works great with llama.cpp/Visual Studio Code/Roo Code for local development. It doesn't get a ton of attention on /r/LocalLLaMA but it is worth trying out, even if you have a relatively modest machine. [0] https://huggingface.co/nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B... [1] https://huggingface.co/unsloth/Nemotron-3-Nano-3…

It was good for like, one month. Qwen3 30b dominated for half a year before that, and GLM-4.7 Flash 30b took over the crown soon after Nemotron 3 Nano came out. There was basically no time period for it to shine.

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

#62

Post by moomoo11 » Sat, Jan 31, 2026, 2:41 AM UTC

ryanSrich wrote: post #45

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...

I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.

I actually think Sam is “better” than say Elon or Dario because he seems like a typical SF/SV tech bro. You probably know the type (not talking about some 600k TC fang worker, I mean entrepreneurs).

He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don’t know him personally but he comes across like an average person if that makes sense (in this environment that is).

I think I personally prefer that over Elon’s self induced mental illnesses and Dario being a doomer promoting the “end” of (insert a profession here) in 12 months every 6 months. It’s hard for me to trust a megalomaniac or a total nerd. So Sam is kinda in the middle there.

I hope OpenAI continues to dominate even if the margins of winning tighten.

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

#63

Post by notyourwork » Sat, Jan 31, 2026, 2:41 AM UTC

greiskul wrote: post #36

paxys wrote: post #22

Earlier quoted context omitted.

"Largely" is doing a lot of heavy lifting here. Yes Google and Amazon are making their own GPU chips, but they are also buying as many Nvidia chips as they can get their hands on. As are Microsoft, Meta, xAI, Tesla, Oracle and everyone else.

But is Google buying those GPU chips for their own use, or to have them on their data centers for their cloud customers?

Both. Internal are customers too.

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

#64

Post by lofaszvanitt » Sat, Jan 31, 2026, 2:43 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…

The moment you threaten NVDA's livelyhood, your company starts to fall apart. History tells.

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

#65

Post by ryanSrich » Sat, Jan 31, 2026, 2:44 AM UTC

moomoo11 wrote: post #62

ryanSrich wrote: post #45

Earlier quoted context omitted.

I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.

I actually think Sam is “better” than say Elon or Dario because he seems like a typical SF/SV tech bro. You probably know the type (not talking about some 600k TC fang worker, I mean entrepreneurs). He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don’t know him personally but he comes across like an average person if that makes sense (in this environment that is). I think I personall…

Elon is one of the most unlikable people on the planet, so I wouldn't consider him much of a bar.

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

#66

Post by jacquesm » Sat, Jan 31, 2026, 2:44 AM UTC

moomoo11 wrote: post #62

ryanSrich wrote: post #45

Earlier quoted context omitted.

I think there are two things that happened 1. OpenAI bet largely on consumer. Consumers have mostly rejected AI. And in a lot of cases even hate it (can't go on TikTok or Reddit without people calling something slop, or hating on AI generated content). Anthropic on the other hand went all in on B2B and coding. That seems to be the much better market to be in. 2. Sam Altman is profoundly unlikable.

I actually think Sam is “better” than say Elon or Dario because he seems like a typical SF/SV tech bro. You probably know the type (not talking about some 600k TC fang worker, I mean entrepreneurs). He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don’t know him personally but he comes across like an average person if that makes sense (in this environment that is). I think I personall…

> I actually think Sam is “better” than say Elon or even Dario because he seems like a typical SF/SV tech bro.

If you nail the bar to the floor, then sure, you can pass over it.

> He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling.

I don't now what your definition of extreme is but by mine he's pretty extreme.

> I think I personally prefer that over Elon’s self induced mental illnesses and Dario being a doomer promoting the “end” of (insert a profession here) in 12 months every 6 months.

All of them suffer from thinking their money makes them somehow better.

> I hope OpenAI continues to dominate even if the margins of winning tighten.

I couldn't care less. I'm on the whole impressed with AI, less than happy about all of the slop and the societal problems it brings and wished it had been a more robust world that this had been brought in to because I'm not convinced the current one needed another issue of that magnitude to deal with.

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

#67

Post by ruckfool » Sat, Jan 31, 2026, 2:45 AM UTC

kennyadam wrote: post #35

This video that breaks down the crazy financial positions of all the AI companies and how they are all involved with one called CoreWeave (who could easily bring the whole thing tumbling down) is fascinating: https://youtu.be/arU9Lvu5Kc0?si=GWTJsXtGkuh5xrY0

Coreweave acquired WandB last year. https://www.coreweave.com/blog/coreweave-completes-acquisiti... . Strategic.

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

#68

Post by jacquesm » Sat, Jan 31, 2026, 2:45 AM UTC

ryanSrich wrote: post #65

moomoo11 wrote: post #62

Earlier quoted context omitted.

I actually think Sam is “better” than say Elon or Dario because he seems like a typical SF/SV tech bro. You probably know the type (not talking about some 600k TC fang worker, I mean entrepreneurs). He says a lot of fluff, doesn’t try to be very extreme, and focuses on selling. I don’t know him personally but he comes across like an average person if that makes sense (in this environment that is). I think I personall…

Elon is one of the most unlikable people on the planet, so I wouldn't consider him much of a bar.

Hah, you beat me to it, serves me right for writing longer comments. Have an upvote ;)

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

#69

Post by [deleted] » Sat, Jan 31, 2026, 2:47 AM UTC

3kkdd wrote: post #60

jackblemming wrote: post #50

Earlier quoted context omitted.

You have to give credit to Sam, he’s charismatic enough to the right people to climb man made corporate structures. He was also smart enough to be at the right place at the right time to enrich himself (Silicon Valley). He seems to be pretty good at cutting deals. Unfortunately all of the above seems to be at odds with having any sort of moral core.

Ermmm what? He and his personality caused people like Ilya to leave. At that point the failure risk of OAI jumped tremendously. The reality he will have to face is, he has caused OAIs demise. Perhaps hes ok with that as long as OAI goes down with him. Would expect nothing less from him.

[deleted]

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

#70

Post by TheRoque » Sat, Jan 31, 2026, 2:47 AM UTC

pinnochio wrote: post #51

TheRoque wrote: post #40

Earlier quoted context omitted.

Yeah. Even if OpenAI models were the best, I still wouldn't used them, given how the Sam Altman persona is despicable (constantly hyping, lying, asking for no regulations, then asking for regulations, leaked emails where founders say they just wanna get rich without any consideration of their initial "open" claims...). I know other companies are not better, but at least they have a business model and something to los…

> leaked emails where founders say they just wanna get rich without any consideration of their initial "open" claims Point me to these? Would like to have a look.

Sorry, not leaked emails, but it's the Greg Brockman's diary and leaked texts.

I didn't find the original lawsuit documents, but there's a screenshot in this video: https://youtu.be/csybdOY_CQM?si=otx3yn4N26iZoN7L&t=182 (timestamp is 3:02 if you don't see it)

There's more details about the behind-the-scenes and greg brockman's diary leaks in this article: https://www.techbuzz.ai/articles/open-ai-lawsuit-exposed-the... Some documents are made public thanks to the Musk-OpenAI trial.

I'll let you read a few articles about this lawsuit, but basically they said to Musk (and frankly, to everyone else) that they were committed to the non-profit model, while behind the scenes thinking about "making the billion" and turning for-profit.