Seaport’s Goldberg is uneasy about Nvidia’s overreliance on OpenAI, especially as the AI startup is burning a lot of cash. ・He is also apprehensive about how long customers can keep spending billions on Nvidia chips.

Hon Hai Precision Industry Co. aims to spend an initial $1 billion to $5 billion growing its US manufacturing footprint, propelling an expansion aimed at sating the enormous needs of AI sector leaders Nvidia Corp.

In its latest financial earnings, Nvidia Corp. (NASDAQ: NVDA) highlighted the uncertainty surrounding its $100 billion deal with OpenAI

Nvidia shares were initially up after an earnings report that included raised revenue guidance for the next quarter. But shares closed 3% lower.

OpenAI has announced a partnership with Taiwan's Foxconn to design and make equipment for AI data centers in the U.S.

SoftBank unloaded $5.8 billion in Nvidia shares as part of a broader $40 billion bet on OpenAI, fueling fears of an AI bubble.

The OpenAI Foxconn partnership aims to localize AI infrastructure manufacturing in America. Analysis of the deal's strategic implications and execution risks.

OpenAI and Taiwan electronics giant Foxconn have agreed to a partnership to design and manufacture key equipment for artificial intelligence data centers in the US as part of ambitious plans to fortify American AI infrastructure.

Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a $30 billion commitment by the Claude maker to use Microsoft's cloud services, the latest high-profile deal binding together major players in the AI industry.