Is the $100 billion alliance between **Nvidia** and **OpenAI** falling apart? Reports suggest the deal is on the rocks due to hardware disputes, sending Nvidia stock tumbling. We discuss the implications for the AI supply chain.

Also in this episode:

• **Google Gemini** surpasses 750 million monthly users as the **Gemini 3** model integrates deeper into Android and Chrome.
• **OpenAI** faces a "brain drain" of senior researchers amid a cultural shift from AGI research to consumer product stability.
• **ChatGPT** suffers recurring outages due to fine-tuning errors.
• The US blocks Nvidia H200 chip exports to China again over security concerns.

Sources:
• The Guardian: https://www.theguardian.com/te...
• The Guardian: https://www.theguardian.com/te...
• Times of India: https://timesofindia.indiatime...
• Fox West Texas: https://www.foxwesttexas.com/n...
• Asia Financial: https://www.asiafinancial.com/...