[Imustaskforhelp]

Although this seems to be for inference itself only and not training but inference is a recurring cost and training is a one time cost and so to me, even if Nvidia still gets moat on training, I don't think that it could ever justify its massive evaluations because for example, some chinese models are actually trained on Non-Nvidia models. The moat in that is incredibly thin.

(at the moment), I think that if I were Nvidia, I would be a bit terrified and I imagine the stock to not be doing super great as I can just imagine everyone online might start talking about it for better or for worse.

I am a bit impressed by OpenAI but is this what can be classified as a plan for OAI to salvage itself and all the commitments it has made nearing a 1.4 Trillion dollars from my memory and this article[0] is from 2025

But could OpenAI simply walk out of its commitments when necessary (for example to Nvidia) if this chip works out or what exactly might happen in the future as these commitments are asked to be paid for, its still smart for OAI to diversify with this chip and to have more deeper ways of revenue than just being a simple middleman but I imagine that Nvidia and others have also invested in OpenAI and they must not be happy with this change.

The thing with AI deals are that they have become so complicated that it is hard for me to find the first order impact of things, let alone second or third order impacts and financial accountability seems to be impacted quite heavily because of all of it and there is some sense that it is done so intentionally.

https://techcrunch.com/2025/11/06/sam-altman-says-openai-has...