Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could ...

Thiel Macro, a hedge fund led by Palantir co-founder Peter Thiel, has a significant percentage of its portfolio invested in ...

Norges Bank Investment Management (NBIM), which runs Norway's $2.2 trillion sovereign wealth fund, has modeled a brutal “AI ...

OpenAI is reportedly looking beyond Nvidia for artificial intelligence chips, signalling a potential shift in its hardware ...

NVIDIA Corporation (NASDAQ:NVDA) is included in our list of the best AI data center stocks to buy now. A Reuters report ...

Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI ...

By Max A. Cherney, Krystal Hu and Deepa Seetharaman SAN FRANCISCO, Feb 2 (Reuters) - OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives ...

Nvidia (NASDAQ:NVDA) just seems to keep the deals and partnerships coming. Undoubtedly, the GPU king has plenty of cash to ...

Despite public assurances, reports indicate friction between OpenAI and Nvidia. OpenAI is reportedly seeking alternative AI chips due to dissatisfaction with Nvidia's current offerings for inference ...

Nvidia remains dominant in chips for training large AI models, while inference has become a new front in the competition.

The anticipated $100 billion AI collaboration between Nvidia and OpenAI seems to have come to a standstill, with CEO Jensen Huang voicing reservations over OpenAI's business strategies as well as an ...

This is all to say that Micron may not surge 10x from here and become the "next Nvidia." However, given the secular tailwinds ...