Still, a few other dynamics might also explain the pullback, including the circular nature of these arrangements themselves. When Nvidia first announced it would invest up to $100 billion in OpenAI last September, MIT Sloan professor Michael Cusumano described it to the Financial Times as “kind of a wash,” observing that “Nvidia is investing $100 billion in OpenAI stock, and OpenAI is saying they are going to buy $100 billion or more of Nvidia chips.”
It is unclear if OpenAI’s reported momentum for Codex can help arrest any decline in other areas of its business or reverse the narrative that it is losing enterprise marketshare to Anthropic.
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US defense secretary was evasive when asked about the airstrike that Iranian officials say killed at least 165 students
Toshiaki Tanaka