[kingstnap]

Its kind of a suck up that more or less confirms the beef stories that were floating around this past week.

In case you missed it. For example:

Nvidia's $100 billion OpenAI deal has seemingly vanished - Ars Technica

https://arstechnica.com/information-technology/2026/02/five-...

Specifically this paragraph is what I find hilarious.

> According to the report, the issue became apparent in OpenAI’s Codex, an AI code-generation tool. OpenAI staff reportedly attributed some of Codex’s performance limitations to Nvidia’s GPU-based hardware.

[dajonker]

There was never a $100 billion deal. Only a letter of intent which doesn't mean anything contractually.

[esafak]

> OpenAI staff reportedly attributed some of Codex’s performance limitations to Nvidia’s GPU-based hardware.

They should design their own hardware, then. Somehow the other companies seem to be able to produce fast-enough models.

[sumedh]

> They should design their own hardware

They made a deal with Cerebras for fast inference.