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Nvidia–OpenAI $100 billion deal explained

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Top News
Overview
 · 10h
Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman
Investing in a future OpenAI IPO sounds great to Jensen Huang.

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 · 1d
Nvidia Is Wavering on Its $100 Billion OpenAI Deal, and the Timing Couldn’t Be Worse for Sam Altman
 · 15h · on MSN
Nvidia nears deal to invest $20 billion in OpenAI funding round, source says
 · 21h
Nvidia May Not Invest $100 Billion in OpenAI After All. Is That a Bad Sign for NVDA Stock?
One of the latest signs of this cooling sentiment involves AI favorite Nvidia Corporation (NVDA).

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The News International · 1d
OpenAI reportedly explores alternatives to Nvidia for AI inference chips
 · 14h
Nvidia stock muted as OpenAI seeks AI chip rivals
3h

Nvidia-backed AI voice startup ElevenLabs hits $11 billion valuation in fresh fundraise, as it eyes IPO

Global funding for AI startups hit record levels in 2025, with European ones raising a record $21.6 billion, per Dealroom.
14m

You Don't Need to Buy Nvidia Stock. Here's Why

The investment has been extremely lucrative in recent years, but many investors shouldn't make an effort to buy shares of the chipmaker.
37mon MSN

Nvidia-rival Cerebras Systems valued at $23.1 billion in latest financing

Feb 4 (Reuters) - AI chipmaker Cerebras Systems said on Wednesday it raised $1 billion in a late-stage funding round that valued it at $23 billion, nearly tripling its valuation just over four months after its previous financing.
1d

Nvidia and Oracle are flashing similar warning signs about the AI trade

Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could be on shaky ground, according to one analyst.
15h

Nvidia Stock Investors Got Great News From Palantir and Teradyne

Palantir is an AI-powered data analytics company serving both government and commercial customers, and its growth – which was already powerful – accelerated in the quarter. It's an Nvidia partner and incorporates Nvidia's graphics processing units (GPUs) and other tech into its AI-driven platform.
13hon MSN

AMD predicts weaker first-quarter sales, shares plunge on Nvidia comparisons

By Arsheeya Bajwa and Stephen Nellis Feb 3 (Reuters) - Advanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about whether it can effectively challenge Nvidia in the booming AI market and sending its shares tumbling 8% in after-hours trade.
23h

Nvidia CEO Says AI Build-Out Will Eventually Lower Energy Costs

Nvidia Corp. Chief Executive Officer Jensen Huang said that the massive build-out of artificial intelligence capacity, which is currently straining the power grid in many locations, will eventually lead to cheaper energy costs.
2h

Nvidia CEO Jensen Huang Says It's 'Illogical' to Think AI Will Replace Software Tools

Worries about artificial intelligence disrupting the software business are overblown, Nvidia Chief Executive Jensen Huang said. "There's this notion that the software industry is in decline and will be replaced by AI,
13hon MSN

Nvidia AI chip sales to China stalled by US security review, FT reports

Feb 3 (Reuters) - Nvidia's H200 AI chip sales to China remain in limbo nearly two months after U.S. President Donald Trump approved exports, pending a U.S. national security review, the Financial Times reported on Tuesday,

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OpenAI
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