This is the biggest AI headline in a very long time:
Nvidia’s plan to invest $100 billion in OpenAI has completely “stalled” seemingly overnight.
Why?
Jensen Huang specifically cited concerns over competition from Google and Anthropic and a “lack of discipline” in OpenAI’s… pic.twitter.com/dLiXjEcp3x
— The Kobeissi Letter (@KobeissiLetter) January 31, 2026
Big update is the size reset: Reuters says Nvidia/OpenAI talks have shifted from the $100B framework to a “tens of billions” equity check, while Amazon is discussing up to $50B—signal of tightening terms across the board.
All eyes on memory manufacturers. If Nvidia is pulling the plug on Sam Altman, that means he’s not good for the money.
This means Scam Altman’s contract to buy 40% of the global memory supply is a lie because he can’t pay. https://t.co/gol8k2X1CO pic.twitter.com/ZcdfAHixbD
— Financelot (@FinanceLancelot) January 31, 2026
BREAKING: Oracle is reportedly about to eliminate up to 30,000 jobs after $ORCL‘s free cash flow collapsed. https://t.co/FGy6aHH3Tc pic.twitter.com/qOClMYrwoK
— Financelot (@FinanceLancelot) February 1, 2026
$NVDA – OPENAI UNSATISFIED WITH SPEED AT WHICH NVIDIA’S HARDWARE CAN SPIT OUT ANSWERS TO CHATGPT USERS FOR COMPLEX PROBLEMS -SOURCES
— *Walter Bloomberg (@DeItaone) February 2, 2026
‘According to this House Oversight Committee document (Epstein Estate Documents – Seventh Production), at the 2008 summer camp for billionaires, in Sun Valley, Idaho, “Oracle Corp. CEO Larry Ellison gave a hilarious lecture on How to Destroy Evidence and Make False Statements.”, in front of hundreds of billionaires.
We should like to hear this lecture. Surely it was recorded. Perhaps someone will be kind enough to upload the file somewhere and send us a URL.
We can all laugh at Lady Justice being tripped, kicked down a flight of stairs, and gang-raped by a train of aging frat boy Oracle VPs covering for one another, together.
That’s not a very nice way to treat a blind woman … but if Larry Ellison, and his friends, says it’s hilarious, we guess it must be OK.
Were Donald Trump – or his children – in the audience, listening to Larry Ellison’s speech? It doesn’t seem unreasonable to ask.’
More info: https://salanave-runyon.org/herbie.html