This OpenAI Researcher-Turned-Hedge Fund Manager Is Long Intel and Short Nvidia, TSMC, and Broadcom. Is a Changing of the Guard on the Horizon?

This OpenAI Researcher-Turned-Hedge Fund Manager Is Long Intel and Short Nvidia, TSMC, and Broadcom. Is a Changing of the ...

AI rivals like OpenAI, Nvidia, and Oracle are collaborating to build ‘Stargate’—but a Yale expert says it violates 135 years of antitrust law

Six AI leaders are uniting to form a single company. How is this possibly legal, asks Madhavi Singh of Yale’s Thurman Arnold ...

Why the once-invincible Nvidia can’t save the AI trade

The stock market is sensitive to everything from the path of interest rates to ominous OpenAI commentary — and now investors ...

Market Reaction To The Nvidia Earnings Show New Levels Of AI Anxiety

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

Yale Expert Raises Antitrust Concerns Over OpenAI, SoftBank, Oracle's $500 Billion Stargate Project: Report

The Stargate Project, backed by OpenAI, SoftBank, Oracle, Microsoft, and Nvidia, could lead to monopolistic practices and ...
The Information

Nvidia’s Mushrooming Cash Pile Spotlights Spending Choices

All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash production has exploded in the ...

SoftBank Just Sold Its Entire Nvidia Stake to Bet Big on OpenAI

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

Nvidia Gives 'No Assurance' On $100 Billion OpenAI Pact, But CEO Jensen Huang Calls Startup 'Once-In-A-Generation'

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

5 biggest takeaways from Nvidia's Q3 earnings — from the AI bubble to new Saudi partnerships

CEO Jensen Huang addresses the AI bubble and highlights Nvidia's new partnerships with Anthropic, OpenAI, and xAI.