This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as ...
Nvidia's stock is also cheaper than AMD's from a forward price-to-earnings (P/E) basis, trading at 24 times next year's analyst estimates, compared to 34 times for AMD. It has also had the faster ...
It’s the trillion-dollar question that many investors have surely been pondering in the past few weeks. With Alphabet (NASDAQ ...
Nvidia made waves earlier this year when it announced a $100 billion investment in OpenAI, which will use 10 gigawatts worth of the company's systems. But its quarterly filing underscores that ...
Nvidia Way' author predicts OpenAI will counter Google with a powerful new model using Nvidia's NVL72 clusters in the coming ...
OpenAI’s trillion-dollar data center ambitions face hard market, demand and infrastructure limits that could force a 2026 ...
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat ...
Azure's AI processing power is largely provided by Nvidia GPUs. As part of Anthropic's deal with Microsoft, Nvidia will be supplying clusters of its current Grace Blackwell superchips, as well as ...
The tale of two "code red" alerts, three years apart, highlights that even a buzzy AI pioneer like OpenAI can face ...
OpenAI and NVIDIA are in trouble — and the challengers are not holding back. From Google’s Gemini 3 to France’s Mistral and ...