I wonder how much the indications of Altman's duplicitous behavior through the deposition findings have been relevant here.
The $100B megadeal between OpenAI and Nvidia is on ice
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Re: The $100B megadeal between OpenAI and Nvidia is on ice
#92The article references an “undisciplined” business. I wonder if this is speaking to projects like Sora. Sora is technically impressive and was fun for a moment, but it’s nowhere near the cultural relevance of TikTok, but I believe significantly more expensive, harder to monetize, and consuming some significant share of their precious GPU capacity. Maybe I’m just not the demo and missing something.
And yes, Sam is incredibly unlikable. Every time I see him give an interview, I am shocked how poorly prepared he is. Not to mention his “ads are distasteful, but I love my supercar and ridiculous sunglasses.”
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#93nvidia should buy OpenAI. I like Jensen.
That's Sam Altman's wet dream: to get out of this with lots of cash and headache-free when the bubble bursts.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#94Earlier 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…
Altman is a consummate liar and manipulator with no moral scruples. I think this LLM business is ethically compromised from the start, but Dario is easily the least worst of the three.
There’s 4 though, where does Demis fit in the stack rank?
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#95Earlier 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.
How about Apple? How is Apple training its next foundation models?
Apple is sitting this whole thing out. Bizarre.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#96This 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
Yeah I see coreweave as a canary in the coal mine. They’re not doing so hot and basically got a bailout by Nvidia a few days ago.
https://techcrunch.com/2026/01/26/nvidia-invests-2b-to-help-...
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#97OpenAI is too important to run out of cash. The gov will make companies invest.
Too important to what? The bubble?
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#98Earlier quoted context omitted.
Was the golden boy for a while? What shifted? I don't even remember what he did "first" to get the status. Is it maybe just a case of familiarity breeding contempt?
All the manipulation and lying that got him fired.
He is a pretty interesting case. According to the book "Empire of AI" about OpenAI, he lies constantly, even about things that are too trivial to matter. So it may be part of some compulsive behavior.
And when two people want different things from him, he "resolves" the conflict by agreeing with each of them separately, and then each assumes they got what they wanted, until they talk to the other person and find out that nothing was resolved.
Really not a person who is qualified to run a company, except the constant lying is good for fundraising and PR.
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#99Would be interesting to see how Oracle's CDSs react to this news.
Idk about this news specifically but oracle cds prices are moving. The below link says 30k layoffs may hit Oracle which I feel is a bit hyperbolic so this article may not be grounded in reality.
https://www.theregister.com/2026/01/29/oracle_td_cowen_note/
Edit: Another src https://www.cio.com/article/4125103/oracle-may-slash-up-to-3...
Re: The $100B megadeal between OpenAI and Nvidia is on ice
#100Earlier quoted context omitted.
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…
Some of NVIDIA's models also tend to have interesting architectures. For example, usage of the MAMBA architecture instead of purely transformers: https://developer.nvidia.com/blog/inside-nvidia-nemotron-3-t...
Deep SSMs, including the entire S4 to Mamba saga, are a very interesting alternative to transformers. In some of my genomics use cases, Mamba has been easier to train and scale over large context windows, compared to transformers.