This is a pretty damning headline and we are still talking about Blackwell. I guess that is how fast the whole segment is moving but OpenAI and only looking for the most advanced chips feels more like an excuse to walk away from this deal rather than a problem with the stack and oracle. Feels to me that OpenAI is cutting down on commitments and cost as it doesn’t see the revenue pipeline building. May be someone with more knowledge of the reality can comment and correct me