Evidence? Well, how about some quirky, snarky responses on social media towards Sam Altman? Pretty damning...
As we all know, a tech company simply can't survive if people online don't trust them and @ their founders every time they post something. We've seen this time and time again: Facebook, Twitter, Twitter when it was bought by Musk, Google, etc.
Surely Nvidia beginning to hedge their bets is actually a sign of confidence.
I don't really care for any of the AI providers but for instance the idea that Nvidia is doing what its doing because it think OAI is failing is the exact opposite of what they are doing. Nvidia is scared of an OAI and Anthropic oligopoly, because in that case, their customers will have much more pricing power, and be much more motivated to work around Nvidia (essentially to either substantially reduce nvidia gross margins or replace them). Both companies are already taking actions to do so. So Nvidia is trying to get more competition (hence their support for open source models).