Is the Stalled Nvidia-OpenAI Megadeal AI’s First Domino to Fall?

Advanced Micro Devices ( NASDAQ:AMD ): A multi-year deal to supply around 6 GW of GPU capacity, potentially valued up to $300 billion. OpenAI would also receive warrants for a 10% stake in AMD if certain targets are met.Microsoft ( NASDAQ:MSFT ) Azure: An incremental $250 billion commitment from OpenAI to purchase Azure cloud services for AI training and inference over several years.OpenAI’s position today is anchored in a dense network of partners and funding discussions that go far beyond any single Nvidi ...