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$NVDA CEO Jensen Huang on talk that he’s “concerned about competition” at OpenAI: “That’s nonsense. That’s complete nonsense.” “We are going to make a huge investment in OpenAI… I really love working with Sam.” “We haven’t made the investment yet because they’re closing their round, but we’ll definitely be... show more

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Jensen dismissed reports of a rift with OpenAI calling them “complete nonsense” & confirming $NVDA will make huge investment He said Nvidia doubling down on OpenAI describing it as “one of the most consequential companies of our time” & likely largest investment in its history

Jensen dismissed reports of a rift with OpenAI calling them “complete nonsense” & confirming $NVDA will make huge investment He said Nvidia doubling down on OpenAI describing it as “one of the most consequential companies of our time” & likely largest investment in its history

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Bill Gates told Satya Nadella that Microsoft's 2019 $1B investment in OpenAI was the equivalent of lighting the money on fire. What did it mean for Microsoft to invest in the unproven nonprofit? "I didn't put in that billion dollars saying 'Oh yeah, this is going to be a hundred bagger.' That's not what was going through our heads." "We had a high risk tolerance and we said we want to go and give this a shot."

Bill Gates told Satya Nadella that Microsoft's 2019 $1B investment in OpenAI was the equivalent of lighting the money on fire. What did it mean for Microsoft to invest in the unproven nonprofit? "I didn't put in that billion dollars saying 'Oh yeah, this is going to be a hundred bagger.' That's not what was going through our heads." "We had a high risk tolerance and we said we want to go and give this a shot."

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Jcal says Sam Altman provoked Jensen into directly competing with OpenAI "I think Jensen is going all in on open source based on these two acquisitions, Hugging Face and Poolside. I think Sam Altman poked the tiger." "If you look at what he did, he had done that huge $100 billion deal with $NVDA back in 2025. Then he announced the $AMD deal. Jensen was clearly not pleased about that." "Right after, Sam said he's going to make his own inference, jalapeño, and that he was going to do the deal with $AMD, then Jensen came out was like, 'Well, by the way, we don't actually have to do these investments in OpenAI.'" "I think he's speed-running open source, and you're going to be able to buy your entire stack from $NVDA next year. He is going to own open source. That is a really interesting moment in time because we were sitting here 6, 12 months ago saying open source would never catch up." "Jensen is doing an open source self-driving project. Now he owns Hugging Face, the leading open source indexer where everybody goes to try the new models.”

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