A major analyst upgrade, fueled by Nvidia's deepening investment and strategic alignment, projects significant upside for the AI cloud infrastructure leader CoreWeave, despite recent stock volatility.
Geopolitical shifts and capacity constraints are positioning Intel Foundry as a potential strategic supplier for tech giants Apple and Nvidia by the end of the decade, according to industry reports.
Uber's vast trove of real-world driving data has become the cornerstone of a new autonomous vehicle partnership with Nvidia and Mercedes-Benz, potentially reshaping its investment narrative.
Navitas Semiconductor is strategically shifting its focus from volatile consumer electronics to the high-growth, high-margin arenas of AI data centers and electric vehicles, underscored by a pivotal partnership with industry giant Nvidia.
NVIDIA has significantly revised its once-floated $100 billion investment plan for OpenAI, opting for a more measured commitment. The strategic shift underscores the chipmaker's focus on business discipline and diversifying its partnerships across the booming AI ecosystem, even as it remains central to OpenAI's operations.
AI infrastructure provider CoreWeave finds itself at a critical juncture, buoyed by a deepened $2 billion partnership with chip giant Nvidia while simultaneously defending against securities lawsuits. Investors are weighing the promise of accelerated growth against allegations of misleading disclosures, creating a volatile mix for the high-flying stock.
CNBC's Jim Cramer offers a detailed take on NVIDIA's stock trajectory, highlighting analyst optimism around its data center partnerships while expressing skepticism over reported Chinese AI chip purchases.
Nvidia strengthens its pivotal role in global AI infrastructure through a multi-pronged strategy: securing H200 chip approvals for China, engaging in advanced funding talks with OpenAI, and expanding partnerships with CoreWeave and international research bodies.
OpenAI is actively seeking alternatives to some of Nvidia's latest AI chips, focusing on specialized hardware for faster inference, according to sources. This strategic pivot introduces new tensions and competitive dynamics between the two AI titans, even as investment talks continue.
Nvidia CEO Jensen Huang has publicly committed to a landmark investment in OpenAI, calling it potentially the company's largest ever, while forcefully refuting reports of hesitation. The move deepens the strategic ties between the AI chip giant and the leading AI research lab.
Chinese regulators have greenlit the first wave of Nvidia's advanced H200 AI chip orders for major firms including Alibaba and ByteDance, marking a potential turning point for the chipmaker's access to a critical market and fueling optimism for its stock trajectory.
Amid intense competition and financial pressure, NVIDIA's CEO reaffirms a "huge investment" in OpenAI, countering reports of dissatisfaction with the AI pioneer's business model as the industry's funding frenzy continues.
As CoreWeave prepares to report Q4 earnings, the market's focus sharpens on the AI infrastructure firm that has become Nvidia's largest disclosed investment. With a soaring stock and a bold expansion plan, analysts are revisiting the thesis amid both optimism and legal headwinds.
As the AI arms race intensifies, Broadcom (AVGO) is emerging as a formidable challenger to Nvidia's dominance, fueled by a surging custom chip business and a compelling growth narrative that's catching Wall Street's eye.
Nvidia's landmark plan to invest up to $100 billion in OpenAI has stalled, with executives questioning the deal's structure and OpenAI's financial discipline amid a fiercely competitive AI landscape.
A landmark investment proposal between AI titans Nvidia and OpenAI has stalled, with both companies reassessing terms amid internal concerns and a shifting competitive landscape, according to a Wall Street Journal report.
Morris Chang, the 94-year-old founder of Taiwan Semiconductor Manufacturing Co., made his first public appearance in over a year at a private dinner in Taipei with Nvidia CEO Jensen Huang. The meeting, which ended months of speculation about Chang's health and public role, also served as a platform to reaffirm TSMC's central position in the global chip supply chain.
Nvidia is set to make a landmark investment in OpenAI's latest funding round, CEO Jensen Huang confirmed, signaling a deepening alliance between the AI hardware giant and the leading AI research lab. However, reports of internal skepticism at Nvidia introduce uncertainty into the final terms and timing of the deal.
As Nvidia's historic rally sets a high bar, investors are looking for the next wave of AI winners. Micron Technology and Amazon present compelling cases with unique drivers in the booming ecosystem.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
