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Nvidia CEO pushes back against report that his company’s $100B OpenAI investment has stalled

Read the full articleNvidia CEO pushes back against report that his company’s $100B OpenAI investment has stalled on TechCrunch
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What Happened

Nvidia CEO Jensen Huang said that a recent report of friction between his company and OpenAI was “nonsense.”

Our Take

'Nonsense' is PR cover. There's clearly friction — Nvidia's been trying to deepen the relationship, OpenAI's been shopping around (AMD, custom silicon rumors). Jensen's right that the $100B commitment is real, but 'stalled' probably means OpenAI isn't moving as fast as Nvidia wanted, or the terms shifted.

This is a classic supply-chain power play. Nvidia's got the chips, OpenAI's got the model, both need each other but neither wants to admit dependency.

What To Do

Watch whether OpenAI's next hardware announcement includes non-Nvidia options — that's the real tell.

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