Rate Of ReturnNVDA cutting its OpenAI bet from $250B to $120B—panic or strategy? I’d hold. Nvidia may be seeing something retail can’t: AI demand is bigger than one customer. The real game is infrastructure dominance.
☕️ [Task Coins Giveaway] Daily Market Talk — Nvidia Trims OpenAI Bet as SG Exports Jump
Nvidia is scaling back a massive AI bet: the Wall Street Journal reported the chipmaker is cutting its financing guarantee for OpenAI's Ohio data center from $250B to under $120B, even as it disclosed...
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