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

echelon wrote: post #6

wigster wrote: post #2

...and the merry go round stopped

Not for all the players. Not everyone has over-raised their fundamentals.

Literally the whole economy has "over-raised its fundamentals" though. Not everyone is going to fail in exactly this way, but (again, pretty much literally) everyone is exposed to a feedback-driven crash from "everyone else" that ended up too exposed.

We all know this is a speculative run-up. We all know it'll end somehow. Crashes always start with something like this. Is this the tipping point? Damned if I know. But it'll come.

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

#10

Post by jt2190 » Sat, Jan 31, 2026, 12:43 AM UTC

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 going to build on Nvidia, if not OpenAI?