Nvidia Reconsiders Its Biggest AI Deal Yet

Today we are going to see how Nvidia’s $100B investment in OpenAI is on hold. Internal doubts and competitive pressure are forcing a rethink. Also, Sandisk just posted blowout numbers and a bullish forecast. Fueled by AI demand, its stock is up 160% this month.

In today’s post:

• Nvidia’s $100B AI Deal? Not So Fast

• Sandisk Just Became One of 2026’s Hottest AI Stocks

• Meet Moltbot: The AI Assistant That Actually Does Things

What’s Trending Today

STRATEGY

A $100 Billion Bet on AI Just Hit Pause

Nvidia was reportedly set to invest up to $100 billion in OpenAI. Now, internal doubts are stalling what could’ve been one of tech’s biggest partnerships.

Here’s everything you need to know:

• Nvidia’s massive planned investment in OpenAI is no longer moving forward as originally outlined, per WSJ.

• The deal would have supplied OpenAI with the GPUs and capital needed to keep scaling its AI models.

• Some inside Nvidia questioned the strategic value of such a large commitment, especially given OpenAI’s current direction.

• CEO Jensen Huang reportedly described the deal as non-binding and criticized OpenAI’s lack of business discipline.

• Nvidia is now considering a smaller equity investment possibly “tens of billions” as part of OpenAI’s broader fundraising.

• Meanwhile, OpenAI continues talks with Amazon and others; the startup is aiming for a $100B raise at an $830B valuation.

• The AI arms race is heating up fast and alliances are shifting just as quickly.

This isn’t just about chips and cash. Nvidia’s hesitation speaks to deeper concerns about how AI companies are being run and who actually stands to benefit long term. We’re watching a gold rush where even the most powerful players are second-guessing their bets. And that should tell us something.

INVESTMENT

Sandisk Soars 160% on AI Storage Boom

Fueled by surging AI demand and a key supply deal extension, Sandisk is on a tear.
Its Q3 outlook crushed expectations and Wall Street is taking notice.

Here’s everything you need to know:

• Sandisk shares jumped nearly 15% Friday, continuing a 160% rise in January alone.

• The company’s Q3 revenue and profit forecasts blew past analyst estimates.

• AI demand is driving a run on data storage, putting Sandisk in a strong position.

• A renewed joint venture with Japan’s Kioxia secures flash chip supply through 2034.

• Analysts expect the global chip shortage to last through at least 2028, fueling a multi-year tailwind.

• Rival firms like Western Digital and Seagate have also rallied, though WDC dipped on softer guidance.

• Bernstein raised its Sandisk target to $1,000, one of the most bullish calls on Wall Street.

This isn’t just a good quarter, it’s a structural moment. Sandisk has quietly become one of the clearest beneficiaries of the AI explosion. In a world scrambling for compute and memory, the winners might not just be chip designers, but those who keep the data flowing and stored.

AI AGENT

This Open-Source Agent Runs Your Digital Life

Moltbot isn’t just another chatbot, it’s a hands-on AI agent. It installs apps, sends messages, manages your projects, and even makes phone calls.

Here’s everything you need to know:

• Moltbot is a viral, open-source AI tool that operates locally and autonomously.

• Unlike Siri or Alexa, it doesn’t just talk, it executes tasks across your device.

• Users give it a name, personality, and communication style before putting it to work.

• It installs software from GitHub, handles files, runs background processes, and chats via apps like WhatsApp or Telegram.

• Moltbot isn’t an AI model itself, it uses existing ones (like Claude or ChatGPT) as its “brain.”

• Created by developer Peter Steinberger, the tool is designed to act like an agent supervising other agents.

• It’s already gained over 116,000 GitHub stars despite early security concerns about its deep system access.

Moltbot flips the script: it treats the AI model as a mind, but puts that mind in a body that can actually do things. It’s not hype, it’s a glimpse at the post-chatbot future. Still, giving something this powerful root access to your life? That’s not a small decision. Watch closely, and tread wisely.

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