"A lot of Nvidia's success is now riding on an unprofitable company that is bleeding massive amounts of cash that it is financing. OpenAI hasn't actually proven

"A lot of Nvidia's success is now riding on an unprofitable company that is bleeding massive amounts of cash that it is financing. OpenAI hasn't actually proven yet that it has a great business model, and if it fails, this becomes a house of cards that collapses onto Nvidia."