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aatventure
The $100 billion OpenAI-NVIDIA deal just collapsed. Jensen Huang pulled the plug, citing OpenAI's "lack of discipline" in their business approach.
When the company selling shovels in the gold rush loses faith in the biggest miner, the market should pay attention.
OpenAI is projecting $14B losses in 2026, needs to 8x revenue just to break even, and some analysts predict bankruptcy by 2027.
Meanwhile, 95% of enterprise AI projects show zero ROI. The AI bubble isn't coming. It's here.