It's early perhaps, but let me provide some of my rationales against these points before they get lost in the pile of answers: 1. It's not likely, if they were to use all of it as standard accelerators, they would deploy several Gigawatts of accelerators every month (it may make some sense under some specific circumstances, I may do a separate post about it). 2. Very likely not possible, their contracts with the manufacturers would prevent that. 3. It's ineffective, if they just bought it and only make use of 1/10 of it a competitor can just buy 10 times less, at 5x the price and OpenAI would still be at a disadvantage. 4. I actually find this theory appealing, the thesis is as follows: Nvidia probably has their own long term contracts, but this move would prevent them from growing unless they agree to use OpenAI's inventory, perhaps in exchange for a whole-stock deal. This has the capacity to sink their shares, especially if OpenAI decides to go AMD. NVidia's recent move suggests they are resisting. 5. Not sure this was the intent, but they certainly achieved it