Episode Details

a mere memorandum of understanding

https://pivot-to-ai.com/2026/02/05/the-openai-and-nvidia-100b-not-a-deal-is-off/ - blog post 

• Patreon: https://www.patreon.com/davidgerard
• Ko-Fi: https://ko-fi.com/A1529D5
• Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
• Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com

Send in your story tips: dgerard@gmail.com

Sources:

• The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3
• Nvidia CEO Huang denies he is unhappy with OpenAI, says 'huge' investment planned https://www.reuters.com/world/asia-pacific/nvidia-ceo-huang-denies-he-is-unhappy-with-openai-says-huge-investment-planned-2026-01-31/
• Mad Money 02/03/26 https://www.youtube.com/watch?v=ZVTZc0j4hDY
• Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/
• We love working with NVIDIA and they make the best AI chips in the world https://x.com/sama/status/2018451015272694248
• Hands Sam a mirror https://x.com/Grady_Booch/status/2018463834323960038
• Iron Lung https://ironlung.com/

Previously on Pivot to AI:

• OpenAI wants all the gas power — and prices go up https://pivot-to-ai.com/2025/10/04/openai-wants-all-the-gas-power-and-prices-go-up/
• video: https://www.youtube.com/watch?v=gag3vzDiHRs&list=UU9rJrMVgcXTfa8xuMnbhAEA
• OpenAI does deals to make a deal — and the money is getting worried https://pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried/
• video: https://pivot-to-ai.com/2025/10/10/openai-does-deals-to-make-a-deal-and-the-money-is-getting-worried/

Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA