TLDR AI · DEEP DIVES & ANALYSIS
NVIDIA FRENEMY RELATION WITH OPENAI AND ORACLE
Summary from the TLDR AI newsletter
Nvidia, OpenAI, and Oracle are all putting pressure on each other. If Nvidia stopped investing in OpenAI, OpenAI might not have the cash to sign that deal with Oracle. This might mean that Oracle wouldn't have the money to buy Nvidia's chips. Some of the companies' reported revenues might be more fragile than they look.