Nvidia x OpenAI Deal Stuck! Amazon Maar Raha Entry, AI Market Mein Hungama!

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AuthorRiya Kapoor|Published at:
Nvidia x OpenAI Deal Stuck! Amazon Maar Raha Entry, AI Market Mein Hungama!
Overview

Yaar, suno! Nvidia aur OpenAI ke beech jo **$100 billion** ki deal hone wali thi na, woh filhaal atka di gayi hai. Sunne mein aa raha hai ki Nvidia ke andar hi kuch doubts hain business discipline aur competition ko lekar.

AI Space Mein Paison Ki Barsaat!

Bhaiyo, yeh artificial intelligence ka field toh poora paisa pheekne wala hai! OpenAI ko apne servers aur tech update karne ke liye $100 billion tak chahiye, jisse unki company ki value $830 billion tak pahunch sakti hai. Par bhai, yeh tech itna mehnga hai ki OpenAI ko 2026 mein hi $14 billion ka loss ho sakta hai, aur 2029 tak yeh $115 billion ke cumulative losses ho sakte hain profit mein aane se pehle. Iske liye hyperscalers bhi 2026 tak $700 billion kharch karne wale hain AI hardware par. Yeh deals ek tarah se 'circular financing' hain, jahan AI companies compute power ke badle equity deti hain aur hardware wale assured buyers mil jaate hain.

Nvidia Ke Mann Mein Kya Chal Raha Hai?

Ab asali khabar yeh hai ki Nvidia ka $100 billion OpenAI mein invest karne ka plan ruk gaya hai. Sources keh rahe hain ki Nvidia ke CEO Jensen Huang ko OpenAI ke business mein thoda discipline ki kami aur rivals jaise Google aur Anthropic se badhti competition ki chinta hai. Yeh deal asal mein kabhi final hui hi nahi thi, bas September 2025 mein announce hui thi aur non-binding thi. Nvidia ne kaha hai ki woh ab bhi OpenAI ke 'preferred partner' hain, toh shayad kuch aur deals ho jayein. Nvidia khud toh $4.65 trillion se zyada ki market cap wali company hai aur uska P/E ratio lagbhag 47.6 hai.

Dosti Aur Competition Ke Naye Khel

Jab Nvidia aur OpenAI ki deal atki hai, tab Amazon OpenAI mein $50 billion tak invest karne ki soch raha hai. Yeh interesting hai kyunki Amazon toh OpenAI ke rival Anthropic ko bhi support kar raha hai. Matlab, dono taraf betting! SoftBank aur Microsoft bhi OpenAI se investment ki baatein kar rahe hain. Yeh sab tab ho raha hai jab Google aur Anthropic jaise competitors OpenAI ko takkar de rahe hain. Upar se, governments bhi AI ke liye naye rules bana rahi hain aur antitrust concerns bhi badh rahi hain.

Market Ka Reaction Aur Aage Kya?

Nvidia ka stock 31 January 2026 ko around $191.14 par trade kar raha tha, jisme 179.49 million shares ka volume tha. Company ki market cap lagbhag $4.7 trillion hai aur P/E ratio 47.68 ke aas paas hai. Is deal ke rukne ka stock par turant asar pata nahi chal raha, par Nvidia toh $2 billion ki deal CoreWeave ke saath kar hi raha hai. Poora AI market tez growth dikha raha hai par long-term profit aur valuation ko lekar sawaal hain, saath hi regulatory landscape bhi badal raha hai.

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