NVDA cutting its OpenAI bet from $250B to $120B—panic or strategy? I’d hold. Nvidia may be seeing something retail can’t… | Longbridge

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Aug 17 at 12:25 AM

NVDA 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.

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Featured☕️ [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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