Moor Insight's Patrick Moorhead talks Nvidia investing $100 billion in OpenAI
Well, let's talk more about Nvidia and Open AI's partnership. Joining us now is Pat Morehead. Patrick Morehead from more insights and strategy.Patrick, uh, big investment, big day. Is it fair to think of this as kind of Nvidia helping OpenAI with the down payment on this infrastructure buildout that's going to include a lot more Nvidia technology. Yeah.So John, this reminds me a lot of Nvidia's investment into Cororeweave, Nebius, Lambda. And what makes this unique is that OpenAI isn't the actual service pr ...