---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000857033.md"
description: "$NVIDIA(NVDA.US) reducing the OpenAI guarantee is smart risk management. They still back AI, just not at $250B. The $21B SpaceX stake is a long-term moat play. SG +24.2% exports show the cycle isn’t dead."
datetime: "2026-08-17T07:35:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000857033.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000857033.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000857033.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US) reducing the OpenAI guarantee is …


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**