Nvidia halved its $250bn promise to OpenAI. Then it showed investors what it owns
THE SO WHAT
Nvidia trimming its backstop on OpenAI’s 10 GW build shows even core suppliers are re-rating mega-commitments against balance-sheet and power constraints. If you’re counting on hyperscaler-scale AI infra from partners, assume staged commitments with option value — not all-in promises on day one.
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