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Intel B770 Dead...

Given the proposed MSRP being sub $500, and the current memory prices…. That just isn’t happening.

Intel would be launching this out there at $700 or more and given the performance that doesn’t make sense.

No matter how you try to spin it putting that card out now is a death sentence, Intel would be forced to pay top dollar for components on a lower mid tier part.

Accounting and Shareholders would have a field day on that.
 
If you look at what's been happening with vid cards in general lately I can see why they'd cancel it. All of them are going up. No more MSRP anything.

They're still launching the ARC Pro B70 though, so the chip does exist and is apparently ready to go. I'm pretty sure we would have seen a consumer version but for dramageddon. I think it was almost ready to go, then dram prices started going up and they cancelled the consumer version.

I wouldn't count Intel totally out in the GPU space though. They're not going to stop with Panther Lake. They'll keep developing their Xe cores for integrated graphics, and I won't be at all surprised if they come back later with another discreet GPU.
 
AI demand is killing the gaming GPU market. We might as well get used to it until industry expands to handle all the demand.
Your assuming they all don't just say ya consumer hardware. Na.

We are bringing back an old idea, and your all going to love it.
https://en.wikipedia.org/wiki/Time-sharing

Nvidia has already got their silly game streaming service Linux client going.
It won't be long before they are touting next gen graphics on your Android tablet. You know at some point they are going to convince a couple of the game publishers that want the same future to produce a few games that require 30gb of texture memory and only run on streaming services.
 
Your assuming they all don't just say ya consumer hardware. Na.

We are bringing back an old idea, and your all going to love it.
https://en.wikipedia.org/wiki/Time-sharing

Nvidia has already got their silly game streaming service Linux client going.
It won't be long before they are touting next gen graphics on your Android tablet. You know at some point they are going to convince a couple of the game publishers that want the same future to produce a few games that require 30gb of texture memory and only run on streaming services.
Judging by what I read even this forums, there seems to be quite a few people OK with streaming......

We are so screwed IMO.
 
It won't be long before they are touting next gen graphics on your Android tablet. You know at some point they are going to convince a couple of the game publishers that want the same future to produce a few games that require 30gb of texture memory and only run on streaming services.
There are probably five people who lined up for such a future. Those people are sadists. Probably the same people who went and bought Qualcomm Snapdragon X laptops.
Judging by what I read even this forums, there seems to be quite a few people OK with streaming......

We are so screwed IMO.
It's the same five people who just so happen to post in this forum.
 
There are probably five people who lined up for such a future. Those people are sadists. Probably the same people who went and bought Qualcomm Snapdragon X laptops.
It would be nice to think gamers on mass will say get bent.
Unfortunately probably not the way it will go.

First they'll starve PC gaming of hardware for a few years, and make Ultra settings in any newer AAA title require 24gb of ram. They'll make it so anyone that hasn't spent $8k+ on their PC will be forced to play on Low/Medium at best. Then offer the solution. Just stream it, in full Ultra quality mode.

Seems pretty clear that is the direction they are heading. It seems crazy now. 2 years from now, after NV and AMD basically discontinuing any GPU with more then 12gb. A lot of people are going to say well whatever it's not that bad. To be fair if you do have solid internet it isn't bad.... lol
It really sucks but the stars are aligning for them. I hope the gaming masses are smart enough to say no thanks we'll just play indie titles. We'll see.
 
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or just buy cheap PS6/switch 2 that will play game locally perfectly fine, nothing will happen in that regard without people forcing the industry.

Game maker do not mind selling game for you to play locally $80, Nvidia/AMD do not mind selling you GPUs at really high price, people could mind either and reward an different model and force that direction.

Streaming was force by consumer choice on the music recording industry and the movie industry, they both hated it, they both resisted it as long they realistic could and it destroyed their revenues, if it happen to gaming it will be the same story.
 
Eh, unless it outperformed an RTX 3080, but priced like a RTX 5060 Ti, it wasn't going to be good for sales, anyway. New games really, really suck right now, IMO, so there's no real reason for me or my family to upgrade.
 
I think we should be actively against game streaming. Lack of ownership is a real problem. And then they increase prices every time once they lock in enough people to their ecosystem.

As for Intel and their dGPU's, they could have at least help kept the market in check. AMD and Nvidia are currently screwing over their customers by prioritizing AI rather than the average consumer who out them where they are today.
 
As for Intel and their dGPU's, they could have at least help kept the market in check.
Like for the B580 launch that did nothing, it would have been really hard for them to do so, when a 199mm-128bits gpu from AMD is almost 30% faster than the 272mm-192 bits GPU of intel (or the 204mm-128bits 7600xt and 160mm-128bits from Nvidia of the time matching it), they will have an hard time making actual volume of them at MSRP.

Will have to see people playing with overclocked Arc pro version if it launch to have an idea of B770 potential, but chance are we are talking about a 7700xt/6800xt/5060ti card on a 430-450mm die-256 bits PCB, i.e. a little bit bigger 4080, lot bigger than a 9070, making a volume/price of those that would have had any influence on the market would have been hard, sold-out quick if msrp was any good and over MSRP for what is left (like the B580), no volume-channels for some market and oem and very easy to just ignore for the competition would probably been how it plays out.
 
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Nvidia do not mind selling you GPUs at really high price,
I think Nvidia would rather have a person subscribe to their gaming stream service for their entire gaming lifetime than sell a GPU to them every 2-5 years.
 
I think Nvidia would rather have a person subscribe to their gaming stream service for their entire gaming lifetime than sell a GPU to them every 2-5 years.
as a general rules, money in front is always better than over time, no risk and no business to run vs having to run a streaming business is always better and here if you sell a $1000 5080 every 5 years, once they pay for electricity instead of you, you do not make more money either way from them by charging them $20 a month (if they game 80 hours a month at $16 cent a kwh, that can be $14 net of electricity, $840 over 5 years coming their way instead of $1000 up front without counting the cost of the setup that need to amortized), the ability to moneytize those gpu in down gaming hours move things a bit, but not sure they mind either way.

Being ready and a leader vs amazon luna (or an AirBnb type were gamers themselve rent their machine to others when they do not play) can be a necessity, it seem one of the only possible way for a big Saudis gaming conglomerate to avoid sony/valve taxe on game, simple own store/launcher does not seem like it would work.

The potential is so big to be cheaper for gamers (has 4-6 of them can share the same gpu to play games, plus downtime moneytisation to world non sensitive compute) that with internet getting better and better, they are better be ready to be forcec into it.
 
as a general rules, money in front is always better than over time, no risk and no business to run vs having to run a streaming business is always better and here if you sell a $1000 5080 every 5 years, once they pay for electricity instead of you, you do not make more money either way from them by charging them $20 a month (if they game 80 hours a month at $16 cent a kwh, that can be $14 net of electricity, $840 over 5 years coming their way instead of $1000 up front without counting the cost of the setup that need to amortized), the ability to moneytize those gpu in down gaming hours move things a bit, but not sure they mind either way.

Being ready and a leader vs amazon luna (or an AirBnb type were gamers themselve rent their machine to others when they do not play) can be a necessity, it seem one of the only possible way for a big Saudis gaming conglomerate to avoid sony/valve taxe on game, simple own store/launcher does not seem like it would work.

The potential is so big to be cheaper for gamers (has 4-6 of them can share the same gpu to play games, plus downtime moneytisation to world non sensitive compute) that with internet getting better and better, they are better be ready to be forcec into it.
There are many more people with GPUs less powerful than a 5080 that might (or maybe likely?) pay $20/month than people that bought a 5080.
 
There are many more people with GPUs less powerful than a 5080 that might (or maybe likely?) pay $20/month than people that bought a 5080.
yes that what customer deciding the market direciton would look like (target winning audience would be people not wanting to buys 5080s but would not mind renting the near latest best at good price point), a bit like many more people not wanting to buy $17 dvd when oyu can rent a big catalogue for less a month elsewhere, forcing studio to loose their best money printing machine they ever had (or the CD for the music industry)
 
It would be nice to think gamers on mass will say get bent.
Unfortunately probably not the way it will go.
Do you know how long cloud gaming has been around and everyone has said it's been ready? Before Geforce Now it was called Geforce GRID. Seems like gamers have gotten good at telling cloud gaming to get bent. It was such a failure that Nvidia reinvented it a number of times. Remember when GRID required you to buy games from them? Remember when that didn't work and games you bought from them would also work on Steam? Pepperidge Farm remembers.

View: https://youtu.be/0t680RwXoho?si=i6DJE8bDeAZWcndJ
First they'll starve PC gaming of hardware for a few years, and make Ultra settings in any newer AAA title require 24gb of ram. They'll make it so anyone that hasn't spent $8k+ on their PC will be forced to play on Low/Medium at best. Then offer the solution. Just stream it, in full Ultra quality mode.
They've been starving PC gamers out of hardware since 2016, so why is it different now? Again, the GTX 1060 was the #1 GPU on Steam for a long time. For
over five years the GTX 1060 was dominating from June 2017 to October 2022. Right now it's the RTX 4060 and 3060. Low/Medium graphic settings have been the norm for lots of people.

View: https://youtu.be/iYO4RJHf7QU?t=65
Seems pretty clear that is the direction they are heading. It seems crazy now. 2 years from now, after NV and AMD basically discontinuing any GPU with more then 12gb. A lot of people are going to say well whatever it's not that bad. To be fair if you do have solid internet it isn't bad.... lol
It really sucks but the stars are aligning for them. I hope the gaming masses are smart enough to say no thanks we'll just play indie titles. We'll see.
My prediction is different. Gamers will game on older hardware until the AI bubble pops and prices go back down to sane levels. Probably even cheaper because there's going to be a rebound effect, as well as new DRAM competitors. I'm not even sure if OpenAI can last by the end of 2026?
 
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My prediction is different. Gamers will game on older hardware until the AI bubble pops and prices go back down to sane levels. Probably even cheaper because there's going to be a rebound effect, as well as new DRAM competitors. I'm not even sure if OpenAI can last by the end of 2026?
Spot on. Shit is going to crash hard. This is just a momentary spike in demand.
 
My prediction is different. Gamers will game on older hardware until the AI bubble pops and prices go back down to sane levels. Probably even cheaper because there's going to be a rebound effect, as well as new DRAM competitors. I'm not even sure if OpenAI can last by the end of 2026?
Might also put a dent in future higher end GPU sales. Force people to game on low or medium for a while and they'll start realizing it's not that bad. This is fine, not going to pay up for "ultra" setting anymore. The old days when "low" meant short draw distance and textures looking like shit are long gone. We're well into the era of diminishing returns for more GPU power and higher settings. Chop off a gamer's e-peen with a long period of absurd vid card prices and it might not grow back.
 
Yes I know exactly how long streaming has been around. I know how long it has almost always sucked.
They are going to push it hard anyway. Eventually and it looks like that time is coming. They are going to push it by simply removing other options. lol Nvidia has made clear they have no intentions of a another consumer grade GPU series for 2 years. I would really not be shocked if when 2028 rolls around NV stops selling 90 class cards, maybe even 80 class cards. Or they will do the 80/90 in name only shuffle down. (assuming AI doesn't pop and NV is still around... /jk)

I'm not cheering it. Let AAA gaming die as we have known it. Game publishers don't need to exist anymore. We live in a world where gamers gave Chris Roberts a Billion dollars to produce fuck all.
I say let AAA burn, and we'll all just have to enjoy the "AA" and full on Indie game world for a few years. Till the entire industry re imagines itself.

I just know that is unlikely. The stream product is not just going to get a big push. Its going to get pushed as the only option.

I don't think its crazy anymore to think Nvidia will go from telling everyone over and over that they aren't a gaming company. To just saying, no no we are a gaming company we just aren't a consumer company anymore. At least not for high end gaming. High end 3D graphics will be relegated to servers.

Sure its a momentary spike in demand. Its going to be used as an excuse to push things the way all the money folks want it go. Online, locked in, all subscription.
 
Intel, AMD-Sony, Nintendo, Apple, will continue to sell them if people want them with pleasure, not sure Nvidia as to be that relevant here, not sure who the they here, anyone really thing the PS6 will not launch (with the ability to play all AAA games locally if you want on it ?)
 
Intel, AMD-Sony, Nintendo, Apple, will continue to sell them if people want them with pleasure, not sure Nvidia as to be that relevant here, not sure who the they here, anyone really thing the PS6 will not launch (with the ability to play all AAA games locally if you want on it ?)
AMD is already ahead of the curve. Last I checked the highest end consumer GPU they make is a 70 class card.

I'm not suggesting all PC gaming is going to get no push... or that AAA games for consoles are going to go away. (though at some point consoles too will start considering streaming subs) I'm saying the industry (game publishers + hardware MFGs) are going to happily push streaming as the solution to Ultra High fidelity settings. If NV decides to no longer make 90 or even 80 class cards. You know the average PC gamer won't much care. SInce the 4090 I think its fair to say a large number of gamers have just put the idea of every splurging on a 90 class gaming card into the maybe if I won the lottery territory. lol They are going to start pushing the market to the idea that the best quality visuals the Ultra 24gb+ of textures 90 class hardware experience is one you rent, not own. If your ok with low settings in games... we'll still be able to get over priced mid range dgpus and newer faster APUs.

AMD has already walked this path. They were behind Stadia... thou Google is never a good bet. 8 years ago already they were talking about streaming 4k 60fps experiences. I think the 9070 is a great card, but AMD isn't exactly shooting for the top right now. AMD is quite fine if the future of gaming is APU mixed with streaming the ultra setting AAA titles. Nvidia is on that path. The whole N1X thing I know we all laugh ARM APU its going to suck at gaming. Nvidia has already ported the Geforce Now client to Linux and ARM. N1X is going to stream games just as well as any other machine. Which is what NV wants. The chip will go in "gaming laptops" that handle basic local gaming, and will stream for many hours. If NV ever gets those things shipping I wouldn't be shocked if they are offering X number of free months maybe even a year of Geforce now.

The next couple years assuming things go the way it sure looks like its going. GPUs and high end PCs in general are going to see major market shrinkage. Everyone (even Intel) are betting on APUs as the future of gaming hardware. Maybe I sound nuts. I am not even sure at this point if ANYONE is going to be making dgpus in 5-6 years from now.
 
AMD is already ahead of the curve. Last I checked the highest end consumer GPU they make is a 70 class card.
the biggest card will be the biggest card on the market (and what games will limit themselve too), when people bought a tiny 142mm GeForce4 Ti 4600 it still felt like an high-end card for them, same will be if Nvidia leave in 2032 and the biggest AMD/intel/apple will feel like high end to them.

(game publishers + hardware MFGs) are going to happily push streaming
maybe if that a way to avoid steam tax, but in the say geforce now world, why would they care if you play locally or streaming particularly ? and in the netflix type, that would be the first industry to push instead of resist with all they can that model, if people are ready to pay $80 (or more for the big one) on their local device what the gain for the publisher to be made to change that ? They will follow the market of course.

Usually AAA push for a very low device (say a PS5) to be able to handle their games and that seem to be becoming more and more that than the other way around.

If they become more vertical and the one that do the streaming themselves (and judge maybe correctly that they will never be able to start their own successful store), maybe they will try it as people do not seem to want multiple store but maybe would not mind a gaming streaming app on their tv, specially say an Amazon (or some Saudis gaming conglomerate), to avoid the sony-valve-microsoft 30% tax


The whole N1X thing I know we all laugh ARM APU its going to suck at gaming. Nvidia has already ported the Geforce Now client to Linux and ARM. N1X is going to stream games just as well as any other machine. Which is what NV wants. T
if it ever release (they could cancel this and concentrate on the upcoming Intel-cpu version of this), N1X is way too big of a chip to be sold as a thin streaming device (Geforce now will run perfectly fine on an recent amazon stick or old Intel laptop, no need for a powerful 5070 level gpu laptop), not sure Nvidia particularly wants things here, they will sell 100 millions switch 2 for local gaming gpu without minding (and would do the same with a more recent one the minutes capacity would allow it).

I feel this is quite a bit starting with the conclusion and making everything fit it in, to the point of seeing a company trying to do an high-end gaming soc hardware for local gaming into a move to push streaming.
 
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Given the proposed MSRP being sub $500, and the current memory prices…. That just isn’t happening.

Intel would be launching this out there at $700 or more and given the performance that doesn’t make sense
It is all relative. The entire market is affected.
 
if it ever release (they could cancel this and concentrate on the upcoming Intel-cpu version of this), N1X is way too big of a chip to be sold as a thin streaming device (Geforce now will run perfectly fine on an recent amazon stick or old Intel laptop, no need for a powerful 5070 level gpu laptop), not sure Nvidia particularly wants things here, they will sell 100 millions switch 2 for local gaming gpu without minding (and would do the same with a more recent one the minutes capacity would allow it).

I feel this is quite a bit starting with the conclusion and making everything fit it in, to the point of seeing a company trying to do an high-end gaming soc hardware for local gaming into a move to push streaming.
They did make them for consumer devices. I agree they may never actually sell them. Initially I think they believed they would be a good in between. Get some pure Nvidia stuff out there. Jensen probably expected his software guys to find ways to sell it. Some local some streaming. You are probably correct though that now they are thinking they can just go full thin client.
 
The silver lining is that streaming might put a dent in cheating. Not just by blocking local cheats but by stripping away the anonymity that makes it so egregious on f2p games.

These people deserve the woodchipper of justice but I'll settle for removing the free account creation loop and a measure of login accountability.
 
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The silver lining is that streaming might put a dent in cheating. Not just by blocking local cheats but by stripping away the anonymity that makes it so egregious on f2p games.

These people deserve the woodchipper of justice but I'll settle for removing the free account creation loop and a measure of login accountability.
You hit on yet another selling point for the game publishers.
Even better anti cheat then kernel level, that you don't have to distrust... as its not your machine.
 
People need to let go of the belief that 'moar' vram + 'moar' memory bus must = better. Sure, 8GB is a little on the low side now. But if you compare the 4070S with a 3090: Bearing in mind that the 3090 was right up there as a halo card with a 384 bit memory bus and 24GB of vram with 10496 cores, compared to the 4070S with a 192 bit memory bus and 12GB of vram with 7168 cores - both trade paint, in many cases the RTX 4070S is actually faster than the RTX 3080 even at 4k, and the 4070S has a greater feature set and is a vastly more efficient card.

The impact of 48MB of L2 cache on the 4070S vs the 6MB of cache on the 3090 is downright staggering.

Personally, I don't see the halo Nvidia xx90 series going anywhere, but they won't be priced in a way that's justifiable to most gamers - They'll be priced and aimed more towards creative professionals, in many ways they already are. I can see the xx80 series dropping off the map due to memory shortage issues, but I don't see the xx60 and the xx70 series going anywhere anytime soon (the xx60 series may end up being 8GB only) - And bang for buck, the xx70 series especially are great cards.
 
Upcoming compression methods, better and better cache, PCI express 6.0, heteregenous ram usage (which compression can make more useful, LPDDR5/6X with a 6:1 compression ratio can be a lot of effective bandwith) could change the vram issue quite a bit.

Gong from 100mb of BC7 texture to 10-17MB in vram with inference on sample for texture, something that can easily be using 50% of vram (more for large vram scenario), inference on sample could have felt slow in 2022/2023, but with the weights and sram compute it could even make it faster than what we had before (i.e. faster than fetching that amount of effective nfo in vram the traditional previous way, with texture fitting in cache), making 8/12 GB card act a bit like 14-16-24 cards (for large texture scenario of usage, not for things that do not compress has well).
 
think it’ll actually burst?
with how much work claude opus 4.6-chat gpt codex 5.3 can make unsupervised once you launch an agent into something (and ability to have many working together), like scientific models were doing for science task but for code.... 8 hours of running coherent task is now something that seem can happen, usage seem almost certain to still explode in 2026/2027. Combined with how long it take for the things being made to get online, hard to imagine a pre 2028 bust, would require some really large step function in token/watt of hardware (if we mean a bust in hardware demand to run it), so big that it make up for all the added usage reduced price/time will always add on the demand side of things.

Opus 4.6 beta was used a lot to make Opus 4.6 (and the release window between 4.5 and 4.6 was really fast, not even 75 days.... what 4.7 using 4.6/beta 4.7 will look like at that pace), same for GPT 5.3 garlic working on the 5.3 codex and they seem already way too good to not be used everywhere all the time now, the biggest sceptic in that regard from 2 years ago are pretty much all converted, the amount of sensorial data to learn from physical AI can enjoy and simulating worlds run that growing fast can also be quite compute heavy.
 
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arent they not rising like 100 billions of capital in their latest round right now ?
Wasn't Nvidia's 100 Billions delayed because they're not sure if OpenAI can deliver? The whole point of this AI craziness is for AGI and it's not going to happen. Not through machine learning.

Might also put a dent in future higher end GPU sales. Force people to game on low or medium for a while and they'll start realizing it's not that bad. This is fine, not going to pay up for "ultra" setting anymore. The old days when "low" meant short draw distance and textures looking like shit are long gone. We're well into the era of diminishing returns for more GPU power and higher settings. Chop off a gamer's e-peen with a long period of absurd vid card prices and it might not grow back.
You may not even have to settle for low and medium. A lot of this is due to Ray-Tracing, and you could just turn that off. I'd rather have high quality textures then low quality textures with Ray-Tracing. Also, you can leverage upscalers and texture packs to get you visuals that even Ultra quality settings can't reach. You can always texture pack a game and get better visuals without losing performance.

View: https://youtu.be/9kmQJmE1fxE?si=wGLngGpLwPzM1hpO
Yes I know exactly how long streaming has been around. I know how long it has almost always sucked.
People have always said it has never sucked and assured me it was usable. It's always been about lowering you expectations.
They are going to push it hard anyway.
Google did with Stadia and failed. It doesn't get much bigger than Google.
Eventually and it looks like that time is coming. They are going to push it by simply removing other options. lol Nvidia has made clear they have no intentions of a another consumer grade GPU series for 2 years.
Nvidia isn't the only company that makes GPU's. Let Nvidia sit on a lemon and twist.
I would really not be shocked if when 2028 rolls around NV stops selling 90 class cards, maybe even 80 class cards. Or they will do the 80/90 in name only shuffle down. (assuming AI doesn't pop and NV is still around... /jk)
Why would they do that? Especially by 2028 when we have no idea if the AI bubble will even last that long.
 
Wasn't Nvidia's 100 Billions delayed because they're not sure if OpenAI can deliver? The whole point of this AI craziness is for AGI and it's not going to happen. Not through machine learning.
? Nothing was said about any delay, they seem to be doing 20 billions in the current round (the 100 billions plan was 10 billion by 1 gigawatt that was always over years pace), that Nvidia largest investment ever, not sure:
https://www.channelinsider.com/ai/nvidia-openai-feb-2026-investment/#:~:text=NVIDIA is closing in on,close to being wrapped up.

Jensen Huang has been pretty direct about that part. While visiting Taipei, he told reporters, “We will definitely participate in the next round of financing because it’s such a good investment,” adding that it could be “the largest investment we’ve ever made.”

What pace people expected to talk about delays ? who saying that ? I think Jensen just repeated that the letter of intent is just intent (like AMD) everytime thery will decide if they re-invest or not they are not obligated, some in the media that pushed the fake news Nvidia had put 100 billions in openai now have to push for clicks the fake news that anything changed there to make clicks.

The whole point of this AI craziness is for AGI and it's not going to happen.
That not the whole point and not needed at all, an excellent programming tools or cells simulation worth many hundreds of billions does need to never in all domains make an error an human adult would not and able to do everything they do in all domain (if that one mean by AGI). Most task most robots will do will be way more limited than everything an human can do.

Why would they do that? Especially by 2028 when we have no idea if the AI bubble will even last that long.
and what is called 80 class card can change over time a lot, there is a world where the 5080 was a 510mm-384bits-24GB vram card instead.

People have always said it has never sucked and assured me it was usable. It's always been about lowering you expectations.
I think now most in blind test would not be able to tell which is which( i think it is a very common experience for people that do A/B testing with it, to at some point do an alt-tab to be sure they are not playiong the local version of the game, it was my case but i am really not a latency-high FPS sensitive person).
 
? Nothing was said about any delay, they seem to be doing 20 billions in the current round (the 100 billions plan was 10 billion by 1 gigawatt that was always over years pace), that Nvidia largest investment ever, not sure:
https://www.channelinsider.com/ai/nvidia-openai-feb-2026-investment/#:~:text=NVIDIA is closing in on,close to being wrapped up.

Jensen Huang has been pretty direct about that part. While visiting Taipei, he told reporters, “We will definitely participate in the next round of financing because it’s such a good investment,” adding that it could be “the largest investment we’ve ever made.”
Isn't that money going right back to Nvidia after OpenAI buys Nvidia's hardware? If so that IS a good investment.
 
Isn't that money going right back to Nvidia after OpenAI buys Nvidia's hardware? If so that IS a good investment.
with money being 100% fungible, even if they would say otherwise yes it can be seen like that, but this is straight investment not a structured deal I think, i.e. openAI can use that cash to buy AMD or broadcom or microsoft/amazon stuff, it is the same round than Amazon would be putting 50B and softbank 30B, it is not an hardware credit but actual cash, that new structure could provide less scrutiny than the original plan, being an more regular pure equity investment (even if it could be as much if not more money going from nvidia->openAI than the previous deal in 2026).
 
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