2/5, Before the market opens, I woke up to AI-related US stocks falling unexpectedly. This made me think about the behind-the-scenes rivalry between OpenAI and Jensen Huang, and the reflection on Oracle's 50 billion deal with no takers.

StrawberryIce · 2026-02-05T01:16:06+00:00

Recent negative news has had a noticeable impact, involving disputes between OpenAI and Jensen Huang, which could deal a heavy blow to the AI hardware and software industry. Additionally, Oracle's $50 billion debt remains unpurchased, indicating market concerns about AI-related assets and possibly hinting at a risk of global economic restructuring.

StrawberryIce

2026-02-05 01:16:06

Abstract generation in progress

The bearish news below continues to ferment, making AI-related hardware and software difficult to sustain. At the same time, it also reminds me of the behind-the-scenes conflict between openAI and Jensen Huang, as well as the terrifying thought of Oracle’s 50 billion dollar debt being left unpicked.

This bearish news isn’t really bad news, but it has caused such a strong market reaction; it makes me think back to the feud between openAI and Jensen Huang, where openAI claimed NVIDIA’s chips are not suitable for inference, and Jensen Huang said openAI’s approach is wrong. If that’s true, then an explosion of openAI’s issues can’t be ruled out. If that happens, AI hardware and software worldwide could be overwhelmed, and the global economy could be reshaped.

Recently, Oracle hasn’t secured new financing, and no one is willing to take on its 50 billion dollar debt—perhaps a warning sign. In the current AI economy, Oracle should be a hot and valuable asset. Why is no one stepping in?

This is just my personal opinion and may not be correct, but capital operations are unpredictable. Today, it’s highly likely that the whole world will face a major setback.

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