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Kautious
kautious.com
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NVDA: Reported $250B OpenAI backstop talks signal AI infrastructure scale—but add counterparty risk.
Ohio campus: 10GW; project value cited >$500B, with OpenAI compute needs reaching $750B by 2030.
Watch confirmation, stress and open-weight governance. $NVDA #AI #OpenAI
2026-07-27T11:35:28.973Z