In case you missed it. For example:
Nvidia's $100 billion OpenAI deal has seemingly vanished - Ars Technica
https://arstechnica.com/information-technology/2026/02/five-...
Specifically this paragraph is what I find hilarious.
> According to the report, the issue became apparent in OpenAI’s Codex, an AI code-generation tool. OpenAI staff reportedly attributed some of Codex’s performance limitations to Nvidia’s GPU-based hardware.
They should design their own hardware, then. Somehow the other companies seem to be able to produce fast-enough models.