Dan Niles: Nvidia clearly thinks a lot differently about OpenAI than they once did
Youtube·2026-02-02 20:25

Joining us, Niles Investment Management founder and portfolio manager, Dan Niles. See what I did there, Dan. You're welcome.Um, let's get to the the real the big story right now obviously potentially is Nvidia and this may not happen. I want to make that very clear. It was a journal story over the weekend.If Nvidia were to pull back or out of that 100 billion OpenAI investment, what would it mean if anything. Well, I mean, I think it shows you how the world has changed from September, but we kind of know th ...