Bloomberg’s report that OpenAI is missing internal targets sent OpenAI-linked names lower, and NVIDIA (NASDAQ:NVDA) caught the chop. I’ve watched NVDA since 2010, and headlines like this come and go. The thesis does not. OpenAI is one customer. Nvidia’s $62.3 billion in Q4 FY2026 Data Center revenue, up 75% year over year, is spread across ... OpenAI Hit a Speed Bump. Here’s Why Nvidia’s Long-Term Story Is Still Intact