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Michael Burry criticized Nvidia's $105B credit support for an OpenAI data center, alleging 'circular financing' and warning investors. Nvidia's management defends the deal, asserting OpenAI will pay …
Amazon leads a $122 billion funding round for OpenAI, investing up to $50 billion and expanding its cloud influence, as OpenAI nears its IPO and hits $2 billion monthly revenue with plans for a unifi…
Nvidia leads the creation of an open AI model coalition aimed at challenging proprietary AI giants, promoting transparency, and enabling customizable AI applications, potentially boosting chip demand…
NVIDIA begins production with Dynamo, a widely adopted AI inference operating system, strengthening its AI market position.
Meta plans significant workforce cuts to manage AI-related costs, signaling improved productivity and margins amid delayed AI model launch concerns.
Meta struggles to launch a leading AI model, possibly licensing Google technology, hurting its AI ambitions. Google’s AI lead strengthens amid Meta’s delays, affecting stock performance.
Nvidia announced a $2 billion investment in AI cloud company Nebius, reinforcing its expansion in the artificial intelligence sector.
Nvidia-backed British AI company Nscale raised $2 billion at a $14.6 billion valuation, reflecting strong market confidence in AI investments linked to Nvidia.
Google shares rose 1.4% as a federal directive phases out Anthropic's AI models, potentially boosting Google's Gemini adoption in government contracts over six months.
Alphabet's shares rose as the U.S. government banned Anthropic AI, boosting Google's Gemini AI. Partnership with Amdocs powers AI-driven telecom solutions, enhancing Gemini's market potential.
The Mag 7 tech giants, including Amazon, Google, Microsoft, and Nvidia, face mixed sentiment: heavy AI-driven capex plans pressure valuations for Amazon, Google, and Microsoft, while Nvidia’s strong …
Nvidia is nearing a $30 billion investment in OpenAI amid a $100 billion fundraising round. Strong quarterly expectations boost optimism ahead of its February earnings release focused on AI performan…
Nvidia is nearing a $30 billion investment deal with OpenAI, replacing an earlier $100 billion commitment. OpenAI plans a possible IPO this year, which could boost Nvidia and other AI chip makers.
OpenAI accuses DeepSeek of improperly using US models, which could have legal and competitive implications, but immediate impact on Microsoft remains unclear.
Indian AI firm Fractal Analytics' $314 million IPO was fully subscribed despite cautious investor sentiment amid AI-driven software sector concerns affecting clients including Microsoft and Alphabet.
Barclays views recent AI-driven tech selloff as overdone, highlighting strong capex demand from Google and Amazon and a supportive macroeconomic environment boosting investor optimism.
Meta plans a massive $135 billion AI investment in 2025, nearly tripling its 2024 spending, raising concerns over capital-heavy AI development amid uncertain returns.
Nvidia plans a significant investment in OpenAI's upcoming $100 billion funding round despite concerns over OpenAI seeking other AI chip suppliers.
Nvidia is close to investing $20 billion in OpenAI’s latest funding round, its largest ever. Despite delays in China H200 chip sales due to US review, Nvidia maintains strong AI leadership and aims t…
Tesla plans to double AI-related capital spending but faces investor concern over future expenses, causing a 3.2% stock decline amid intensifying AI competition involving Meta and Microsoft.