$100B Deal Collapses: Nvidia "Backstabs" OpenAI,One Sentence Wiped $500B (The Brutal AI Divorce)

Video Description

The AI market just hit a massive reality check. Jensen Huang said one sentence, and $500 billion in market value evaporated overnight. In this video, I’ll show you why Nvidia is getting "cold feet" on OpenAI, why Microsoft is secretly winning, and the exact investment playbook you need to survive the 2026 AI bubble burst. This isn't just about drama; it's about the fundamental shift in the AI supply chain. Once you understand the "Inference Cost" trap, you’ll see why the market is panicking—and where the smart money is actually going. ⏱ Timestamps 00:00 Introduction: The $500 Billion Meltdown 00:46 Why Nvidia Stopped the "Gold Rush" (The Shovel Seller's Logic) 02:20 The OpenAI Crisis: Burning $8.5B with Slowing Growth 05:33 Oracle's Nightmare: $50B Debt & The "Plan B" Risk 07:34 Microsoft's Master Plan: De-risking & The "Intel Strategy" 13:00 The 2026 Investor Playbook: 3 DON'Ts & 3 DO's By the end of this video, you’ll be able to: Understand why "Inference Cost" is the silent killer of AI business models. Identify which stocks are dangerous "story stocks" and which are safe "toll booths." Apply a 3-step strategy to filter AI investments based on cash flow and ecosystem control. Subscribe for weekly videos on technology trends, market analysis, and smarter investment habits. #AI #Nvidia #OpenAI #StockMarket #Investing #TechNews #Microsoft #ArtificialIntelligence #Finance #Business #JensenHuang #SamAltman #AIBubble #InferenceCost #OracleStock #AIChips #satyanadella Become a member of this channel to enjoy benefits： https://www.youtube.com/channel/UC03HfG8VORK3mESYQPAzIYQ/join 💡💡💡💡💡💡💡DISCLAIMER: NOT FINANCIAL ADVICE The content provided in this video and on this channel is for entertainment and educational purposes only. I am not a professional financial advisor, and nothing in this video should be construed as financial, legal, or tax advice.💡💡💡💡💡💡