

It’s not just for shareholder value, like a downsize or stock buyback would achieve. This will literally fill their coffers to the brim faster than staying in the consumer market. Also the consumer market won’t go away anytime soon and there are very few competitors to begin with. They can just return to the consumer market once the AI bubble has burst like nothing has changed. Only difference is they will have way more money in the bank than if they never left.






They probably don’t care. Since it drives the entire stock market up. They probably make big bucks on the other side trading derivatives on the financial market making returns that will outgrow the investments in OpenAI. It’s a convoluted version of a pump and dump. Pump up OpenAI so they can dump NVidia options.
Also OpenAi will go public soon. The dot com bubble didn’t pop until all those companies that never made a dime went public. Since investors were then able to dump their holdings into retail investors.