00:00NVIDIA and OpenAI's widely hyped $100 billion AI infrastructure deal, announced last September
00:07by Jensen Wang and Sam Altman, has stalled with no contracts signed and negotiations
00:12reportedly on ICE.
00:14Investor concerns grew after reports that NVIDIA questioned OpenAI's business model,
00:19even as both CEOs publicly downplayed tensions and insisted the partnership remain strong.
00:25Despite the friction, the companies remain deeply interdependent, with OpenAI needing
00:29NVIDIA's chips to scale and NVIDIA relying on OpenAI to fuel demand for its AI systems.
00:36While NVIDIA says it will still invest in OpenAI's next funding round and potential IPO, progress
00:42on the massive infrastructure build-out has been slow, keeping markets on edge.
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