Last night, $NVIDIA(NVDA.US) saw another steady small bullish candle, closing up nearly 2%. There was quite a key piece of news during the session: Jensen Huang of $OpenAI(OpenAI.NA) said at Morgan Stanley's technology conference that the investment in OpenAI is around $30 billion in scale, and the previously rumored $100 billion is basically off the table. The main reason is that OpenAI might be preparing for an IPO this year. Once listed, strategic investment opportunities like NVIDIA's will be fewer.

My personal understanding is that this news is actually positive for NVIDIA. The market was previously worried that NVIDIA would go on a spending spree for the AI ecosystem, but now it seems relatively restrained. $30 billion is a strategic investment for NVIDIA, but it's not enough to drain its cash flow.

And fundamentally, the stronger OpenAI is, the greater the demand for computing power, and GPUs will still need to be bought from NVIDIA. The investment is really just to lock in the ecosystem; the real money is still in selling chips.

I've kept my NVIDIA position as a medium-to-long-term holding without moving it. This slow 2% rise pace is actually healthier.

What do you all think? If OpenAI really IPOs this year, could it become the biggest catalyst for the AI sector this year?