Is it 3-D chess…or is it simpler than that? Nvidia’s $100bn flex or Sam’s bluff? OAI is…..Too Big To Fail and underwriting 2027

So…..unless you were residing under a stone…you will know that yesterday Jensen NVDA Inc….announced a $100bn investment in Open AI to build and deploy data centre’s….containing the newest NVDA chips…Natch! Hmmmmmm…….that simple act has a lot of take-aways…..and in no particular order…this is what occurred to me. AI is too important to fail. Open AI...

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