AI
Analysis: the Nvidia–OpenAI story is about control, not just compute
A niche analysis arguing that strategic control and roadmap leverage drive the conflict more than raw capacity.
igor’sLAB
Tag: Nvidia
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AI
CNBC: Nvidia–OpenAI mega-deal reportedly stalls as both sides need each other
A CNBC report on negotiations and the strategic leverage inside AI infrastructure partnerships.
CNBC
AI
Report: OpenAI looks for alternatives to some Nvidia chips
Reuters reports OpenAI exploring options amid capacity, performance, and supply-chain constraints.
Reuters