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OpenAI's massive AI investment drive backed by Nvidia risks huge cash burn but may accelerate growth, pressuring competitors like Meta facing steep R&D costs and monetization challenges.
Microsoft expands AI infrastructure in Portugal with Nvidia GPUs, partnering with Nscale to meet growing AI demand and accelerate Azure and OpenAI workloads starting early 2026.
Nvidia will invest up to $100 billion in OpenAI to deploy at least 10 GW of chips, with first deployment targeted in H2 2026; the deal could accelerate AI infrastructure buildout and invite antitrust…