Re:Nvidia and OpenAI abandon unfinished $100B deal in favour...
by hansmayer on Friday February 20, 2026 @09:16AM
(#47088327)
It is a rather attractive view, and I used to hold it too. However, seeing as Alphabet recently issued 100-year bonds to finance the AI CapEx bloat, means they are not that far off from the rest of the AI "YOLO"s currently jumping off the cliff ...
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Re:Nvidia and OpenAI abandon unfinished $100B deal in favour...
by jazzypants on Friday February 20, 2026 @09:42AM
(#47088620)
They have over $100B in cash on hand. I can't pretend to understand their financial dealings, but they have a lot more runway before that cliff than most of the other companies.
Re:Nvidia and OpenAI abandon unfinished $100B deal in favour...
by gorgolo on Friday February 20, 2026 @09:39AM
(#47088589)
If someone is willing to fund you with a 100y bond, and it gives you extra cash to move even a bit faster, it sounds like a pretty good deal.
One thing I don’t get though, if superintelligence is really 5 years away, what’s going to be the point of a fixed-interest 100y bond.