$250B down to $120B.
Not because the demand shrank. Because the risk got real.
NVIDIA just scaled back its guarantee for OpenAI's Ohio data center because of shareholder pushback.
Even the biggest chip maker is having to recalculate how much centralized bet-making it can absorb.
Building more compute doesn't have to mean building bigger, more centralized infrastructure.
There's already GPU capacity distributed around the world. The real opportunity is connecting it.
https://blockonomi.com/nvidia-nvda-slashes-openai-data-center-backing-by-more-than-half-amid-investor-concerns/
Not because the demand shrank. Because the risk got real.
NVIDIA just scaled back its guarantee for OpenAI's Ohio data center because of shareholder pushback.
Even the biggest chip maker is having to recalculate how much centralized bet-making it can absorb.
Building more compute doesn't have to mean building bigger, more centralized infrastructure.
There's already GPU capacity distributed around the world. The real opportunity is connecting it.
https://blockonomi.com/nvidia-nvda-slashes-openai-data-center-backing-by-more-than-half-amid-investor-concerns/