OpenAI's historic week has redefined the AI arms race for investors: 'I don't see this as crazy'
1. Nvidia plans to invest $100 billion to support OpenAI's infrastructure. 2. OpenAI's commitment to Oracle and SoftBank could reach $400 billion. 3. Altman emphasizes the need for massive infrastructure for AI advancements. 4. OpenAI expects to generate $125 billion revenue by 2029. 5. Execution risk remains high due to funding and infrastructure challenges.