Nvidia Rules Out $100B OpenAI Bet as IPO Nears
Jensen Huang confirmed Nvidia's $30B OpenAI investment will likely be its last direct equity stake, killing the $100B pledge as OpenAI races toward a public listing at a $730B valuation.
Deal
Meta's $100B AMD Bet Is a Direct Shot at Nvidia
Meta and AMD signed a 6-gigawatt, multi-year GPU pact worth up to $100B - announced days after a separate Nvidia expansion, signaling Meta's deliberate strategy to break single-vendor dependence in AI compute.