Mind that when you use AI, do not use just one single AI, should be at least 2 or 3 AIs, so that you can see the difference. Sometimes the analysis is quite different, it depends on how you lead the AI to think. Hopefully, in the future the AGI (super AI) can be more perfect.
I asked the AI to give analysis on the NVDA and Open AI deal. What the market said is that NVDA has invested $100 Billion in Open AI, the greatest investment in US ever, but now withdrawn. How can be an investment be withdrawn at any time? If someone really invested $100 Billion into that company, do you think they would keep $100 Billion cash 24 hours a day and wait for your withdrawal? Surely not! They have to use it for a lot of expenditures, for this and that reason. No one will be so foolish and keep that amount of cash and do not use it and wait for your withdrawal. When you really want to withdraw, you will find the cash left in hand is incredibly small. It is normal, they have already dispersed out for various usages. It is not a bank but an AI company, how can you withdraw the same amount of cash as you have invested last year.
Impossible!
No matter in what kind of business and what kind of amount, it is impossible. Even as small as $100K, if you invested last year, now you surely cannot get back the same amount at once. And even said it is the largest amount of $100 Billion investment in history?
So, for GPT 5 said it is not a binding commitment, just a letter of intent or an invitation, but not invitation to treat.
What Grok said is correct, it is not yet finalized, more appropriate than GPT5 not a firm commitment.
I always said AI is not infallible. The saying of the market sometimes is misleading, or not fully true.
GROK said that it is not a withdrawal but a reassessment. This is the correct answer. What is GROK? It is powered by xAI. That is Elon Musk. What is GPT-5, by MSFT, the first in chat GPT. GPT is the most popular one but GROK is the most powerful one.
Another point is on PLTR, its nice financial report made the price of stock soared up. GPT said it is because of government contracts, but GROK said it is due to commercial demand. When you refer to the figures, it is actually the same. The actual amount of revenue in Q4 2025 is really government contract large than commercial it is 570M to 507M, but the YOY change for commercial is 137% for government revenue is just 66%, only half.
For the rest readers can study on their own.