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The Great GPU Cool Down: Reshaping AI Investment Strategies
Nvidia and OpenAI mega-investment talks cool off: $100B plan is stalled and now looks far smaller
What happened
Nvidia’s previously discussed plan to invest up to $100B in OpenAI has stalled, and talks have shifted toward a smaller equity investment (tens of billions). Nvidia also says the earlier figure was not a binding commitment.
Why it matters for markets
This is a sentiment hit to the “AI capex never stops” narrative: if a headline mega-deal gets downsized, traders start questioning the pace and scale of AI infrastructure spending.
It can also reshuffle who funds and supplies OpenAI’s…
The skinny
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