
Sam Altman's strategic deal-making has intertwined the success of OpenAI with major tech players like Nvidia (NVDA), AMD (AMD), and Broadcom (AVGO). This aggressive strategy aims to make OpenAI "too big to fail" by ensuring its progress is linked to the trajectory of these key AI infrastructure providers. Investors should monitor the continued integration and dependencies between OpenAI and these companies as it could signal sustained growth for the hardware providers.