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NVIDIA shares are down

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 · 13h · on 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.

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24/7 Wall St. · 10h
Nvidia’s $100 Billion OpenAI Investment Plan Reportedly Hits Snag Amid Internal Concerns
 · 2d
Nvidia CEO Signals Investment in OpenAI Round May Be Largest Yet
 · 1d
Nvidia CEO Huang denies he is unhappy with OpenAI, says ‘huge’ investment planned
Nvidia plans to make a “huge” investment into OpenAI, probably its largest ever, CEO Jensen Huang said on Saturday, denying he was unhappy with the ChatGPT maker.

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 · 2d
Nvidia boss insists 'huge' investment in OpenAI on track
 · 1d
Jensen Huang dismisses report of Nvidia–OpenAI rift as “nonsense”
8h

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.
2h

Is Micron the Next Nvidia?

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.
3hon MSN

4 cheaper GPUs that still compete with Nvidia's newest RTX 50 cards

Graphics card prices are skyrocketing and there doesn't appear to be relief in sight, but these older graphics cards may still offer the performance you want.
Shacknews
6h

Oracle (ORCL) states alleged trouble with $100 billion NVIDIA (NVDA) & OpenAI deal won't affect it

The database and cloud software company assured investors that NVIDIA and OpenAI's supposedly lofty deal won't help or hurt its business.
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,
9h

Nvidia Q4 Preview: Margins, China, And Risks Of A Post-Earnings Bust (Downgrade)

Over a long-term timeframe, the growth prospects of Nvidia Corporation are largely intact, but there is high risk around Q1 FY27 margins and China revenue. Learn more on NVDA stock here.
4d

Nvidia’s Campaign to Sell AI Chips to China Finally Pays Off

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.
11hon MSN

Nvidia and Oracle are sending 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.

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OpenAI
China
Jensen Huang
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