Nvidia and Oracle are sending similar warning signs about the AI trade

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

Palantir Billionaire Peter Thiel Sells Nvidia and Tesla, and Buys 2 AI Stocks That Now Account for 61% of His Portfolio

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

Nvidia Just Piled $2 Billion Into This Key AI Partner. Should Investors Follow Suit?

Nvidia ( NVDA 0.72%) has become a cash-generating machine. As demand for its GPUs soars amid the AI boom, its free cash flow ...

Nvidia’s Campaign to Sell AI Chips to China Finally Pays Off

Beijing reportedly approved the sale of hundreds of thousands of Nvidia H200 chips to Chinese AI companies—the culmination of ...

Report: China approves import of high-end Nvidia AI chips after weeks of uncertainty

On Wednesday, China approved imports of Nvidia’s H200 artificial intelligence chips for three of its largest technology ...

Microsoft won’t stop buying AI chips from Nvidia, AMD, even after launching its own, Nadella says

Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.

China gives green light to importing first batch of Nvidia's H200 AI chips, sources say: Reuters

The approval covers several hundred thousand H200 chips and was granted during Nvidia Chief Executive Jensen Huang's visit to ...

Chipmaker shares gain as AI data center demand wave widens beyond Nvidia

By Akriti Shah Jan 28 (Reuters) - Shares of chipmakers rallied on Wednesday, boosted by surging demand for AI data center ...

Norway's $2.2T Sovereign Fund Models 'AI Correction' Crashing Nvidia, Broadcom—And The Results Are Brutal

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

OpenAI reportedly explores alternatives to Nvidia for AI inference chips

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

NVIDIA (NVDA) H200 Chips Key to China’s AI Data Center Expansion Plans

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

Exclusive-OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say

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 ...