🐋 WHALE WATCH: The Nvidia monopoly finally has a $20 billion dent in it. OpenAI isnt just buying chips they are buying the future of the supply chain. By committing $20B+ to Cerebras and taking an equity stake Sam Altman is sending a clear message: Diversify or die. OpenAI is moving from being a customer to being the infrastructure itself. Huge implications for NVDA and the entire semi sector.(Whale Factor)