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Nvidia, OpenAI and Oracle

Digest more
Top News
Overview
 · 8h · on MSN
What Oracle has to lose from OpenAI and Nvidia’s rocky relationship
Nvidia’s OpenAI pivot puts Oracle’s accounting in the spotlight.

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 · 19h · on MSN
Nvidia and Oracle are sending similar warning signs about the AI trade
 · 13h · on MSN
Nvidia and OpenAI respond to reports about their relationship
24/7 Wall St · 22h
Nvidia’s $100 Billion OpenAI Investment Plan Reportedly Hits Snag Amid Internal Concerns
Nvidia (NVDA) faces internal pushback on a $100B OpenAI investment plan.

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 · 1d
Nvidia's CEO says $100B pledge for OpenAI was 'never a commitment' - report
 · 1d
Nvidia boss insists ‘huge’ investment in OpenAI on track

Nvidia, OpenAI and Sam Altman

Digest more
 · 16h
Nvidia Is Wavering on Its $100 Billion OpenAI Deal, and the Timing Couldn’t Be Worse for Sam Altman
What was pitched as the biggest computing project in history is now facing delays, internal skepticism, and growing competitive pressure.

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 · 16h · on MSN
Nvidia CEO denies 'nonsense' report he's unhappy with OpenAI. 'I really love working with Sam'
News9 Live on MSN · 5h
Nvidia–OpenAI $100 billion deal explained: What Jensen Huang really said
22hon MSN

Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening

Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
4h

OpenAI reportedly has its own issues with Nvidia after Jensen Huang’s underwhelming support

The artificial intelligence story is turning more dramatic after a published report that ChatGPT maker OpenAI has concerns about the quality of Nvidia’s microchips, just after CEO Jensen Huang walked back his company’s plans to invest in the large language model creator.
50m

OpenAI reportedly isn't happy with Nvidia's GPUs, Nvidia's $100 billion investment plan in OpenAI is said to have 'stalled': Is the AI honeymoon over?

As per the Wall Street Journal report, it's very likely Nvidia will still invest billions in OpenAI. And for now, no doubt OpenAI has little choice but to keep buying billions of dollars' worth of Nvidia GPUs. But if these stories have any truth in them, the honeymoon is probably over.
PCMag on MSN
1d

Nvidia CEO: We’ll Make Our ‘Largest Ever Investment’ in OpenAI

The chip giant’s CEO Jensen Huang didn’t say exactly how big the investment would be, but said it would be 'nothing like' the $100 billion figure mentioned in the September partnership agreement.
1don MSN

Nvidia’s OpenAI investment may not be as big as once hoped, adding to a jittery tech trade

Jensen Huang said Nvidia still plans to invest in OpenAI but dialed back expectations around the size of the commitment.
3don MSN

Nvidia's plan to invest up to $100 billion in OpenAI has stalled, WSJ reports

Jan 30 (Reuters) - Nvidia's plan to invest up to $100 billion in OpenAI to help it train and run its latest artificial-intelligence models has stalled after some inside the chip giant expressed doubts about the deal,
Money Morning
22h

Nvidia's Jensen Huang Says OpenAI Investment Will Be "Largest Ever"

Nvidia stock wobbled after reports it may scale back a $100B OpenAI investment. CEO Jensen Huang says the partnership is still moving forward.
The News International
6h

OpenAI reportedly explores alternatives to Nvidia for AI inference chips

OpenAI is reportedly looking beyond Nvidia for artificial intelligence chips, signalling a potential shift in its hardware strategy. According to reports and sources familiar with the matter,
2hon MSN

Exclusive OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say

By Max A. Cherney, Krystal Hu and Deepa Seetharaman SAN FRANCISCO, Feb 2 (Reuters) - OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives since last year,
17hon MSN

Dan Niles: Nvidia clearly thinks a lot differently about OpenAI than they once did

Dan Niles, Niles Investment Management founder, joins 'Power Lunch' to discuss the potential for the Nvidia-OpenAI deal to fall apart, what OpenAI should do and much more.
Data Center Frontier
21h

Nvidia’s $100 Billion OpenAI Bet Shrinks and Signals a New Phase in the AI Infrastructure Cycle

Nvidia’s reported pullback from a proposed $100 billion OpenAI investment tied to the Stargate AI infrastructure buildout signals a shift toward capital discipline in the
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