Yesterday I pointed out that nVidia, unlike OpenAI, has a genuine fiduciary responsibility to its owners. As a result, nVidia isn’t likely to enter binding deals without proof of either cash or profitability.

https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3

This is the original source the podcast cites if anyone wants the information faster.