What was pitched as the biggest computing project in history is now facing delays, internal skepticism, and growing competitive pressure.

Nvidia dominates AI, but today's valuation leaves little room for error. Here's what investors must understand before investing now.

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,

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.

This is all to say that Micron may not surge 10x from here and become the "next Nvidia." However, given the secular tailwinds fueling its growth, I do think Micron is on the cusp of having an "Nvidia moment" and could experience another breakout.

Nvidia’s OpenAI pivot puts Oracle’s accounting in the spotlight.

Nvidia Corp. Chief Executive Officer Jensen Huang said the company’s proposed $100 billion investment in OpenAI was “never a commitment” and that the company would consider any funding rounds “one at a time.

Nvidia Corporation (NASDAQ:NVDA) is facing reported internal pushback on its ambitious $100 billion investment plan in OpenAI, according to a Wall Street Journal report that sent ripples through retail investor communities over the weekend.

The database and cloud software company assured investors that NVIDIA and OpenAI's supposedly lofty deal won't help or hurt its business.

Piper Sandler names Microsoft a top idea After a change in analyst coverage, the firm says shares of Microsoft are best positioned for AI. "We see Microsoft as perhaps the best pure-play on AI adoption today.

Beijing reportedly approved the sale of hundreds of thousands of Nvidia H200 chips to Chinese AI companies—the culmination of a dramatic shift in US tech policy.

“We will invest a great deal of money,” Jensen Huang said, while clarifying that Nvidia’s potential $100 billion investment was “never a commitment.”