Think NVDIA is on full steam a

Think NVDIA is on full steam ahead. I feel analysis wanted more to a point not realistic. If the train continue this journey and steam do tie to pick up it will be hard to stop it

Nvidia $100B OpenAI Deal in Doubt? Good or Bad for Nvidia?

Nvidia slipped after reports suggested its up to $100B investment in OpenAI may be nonbinding and far from finalized. Nvidia had announced plans last September to help build 10 gigawatts of AI compute for OpenAI, alongside the massive capital commitment. However, CEO Jensen Huang reportedly questioned OpenAI’s capital discipline and highlighted rising competition from Alphabet and Anthropic. Does this uncertainty weaken Nvidia’s long-term AI demand visibility? Is a good or bad signal for NVIDIA?

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