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Pressure Points: Nvidia's $100B Investment in OpenAI
The Nvidia - OpenAI deal is just the latest salvo in an big tech arms race that is far from peaking.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
The Nvidia - OpenAI deal is just the latest salvo in an big tech arms race that is far from peaking.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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