Charlie Stross @cstross@wandering.shop
Public

Welp, it's all kicking off this week in AI!

Nvidia is going all squishy over a planned $100Bn investment in OpenAI:

cnbc.com/2026/02/02/nvidia-sto

Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:

fool.com/investing/2026/02/02/

… Is the AI bubble over?

Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening

Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.

www.cnbc.com · CNBC

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