NVIDIA is reportedly in talks to guarantee up to $250 billion in financing for OpenAI's proposed 10-gigawatt Ohio data center campus, a project that could top $500 billion in total cost, with NVIDIA also potentially financing roughly $350 billion of the GPU purchases behind it. Techstrong.ai's Alan Shimel argues this makes OpenAI "too interconnected to fail," with NVIDIA, Oracle, and SoftBank all becoming its de facto bankers. Separately, Samsung Electronics signed a $200 billion-plus memorandum of understanding with Broadcom through 2030 covering memory, foundry manufacturing, and advanced packaging — a major win against TSMC and Intel Foundry. And: a humanoid AI teacher's assistant built by Realbotix was suspended from a New York school district after locals learned about the company's past as a sex-doll maker. Today's Techstrong Gang panel: host Alan Shimel with Mike Vizard, Jon Swartz, Elizabeth Safran, Teri Robinson and Jack Gold.