EPISODE · Sep 22, 2025 · 4 MIN
Pressure Points: Nvidia's $100B Investment in OpenAI
from Pressure Points · host Deepwater Asset Management
The Nvidia - OpenAI deal is just the latest salvo in an big tech arms race that is far from peaking. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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Pressure Points: Nvidia's $100B Investment in OpenAI
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