As with many startups (especially ones with high burn rates) OpenAI is risky. It could take down SoftBank and its data center vendors. 6% of nvidia’s revenue is not that concerning, as I’m sure they can find other buyers for those GPUs. But I really don’t buy the argument that OpenAI is the gen AI industry. If they ceased to exist tomorrow, the tech/genAI industry would just trundle along. At this point the tech is quite commodotize.