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The US$100 billion Nvidia-OpenAI virtuous circle has an ugly side
26 Sep 2025 12:45 GMT
… out competitors
TECH builders love a good feedback loop, and Nvidia and … 100 billion one this week.
Nvidia is investing the sum in … also buys chips from Nvidia. Meanwhile, Nvidia is pouring US$5 … fall further into the background. Nvidia is now the world’s …
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Intel and Nvidia are surprise allies. Is AMD screwed?
26 Sep 2025 12:17 GMT
… platforms, and Intel joining Nvidia RTX graphics with its consumer … question, as joint Intel-Nvidia silicon could result in … joint Intel-Nvidia SoC could result in Nvidia graphics powering handhelds … , AMD could use its competitors’ ramp-up period to make …
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Nvidia Develops New AI Chips Tailored for Chinese Market
26 Sep 2025 12:02 GMT
… memory.
According to Investopedia, Nvidia is likely to send samples … from other chips that Nvidia is reportedly preparing for … beneficial commercial use," Nvidia said.
This news is … China.
However, Nvidia and some of its competitors argue that handing …
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Nvidia gives OpenAI $100 billion to spend mostly on Nvidia hardware and Nvidia share price goes up by $220 billion - why am I not surprised?
25 Sep 2025 23:41 GMT
… raise antitrust scrutiny as Nvidia strengthens AI dominance
Following … infrastructure project in history,” Nvidia founder and CEO Jensen … point for other chip competitors to come into other … to, other competitors of OpenAI."
An Nvidia spokesperson denied …
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Nvidia, Intel team up on custom CPUs and AI systems
25 Sep 2025 20:36 GMT
…
This new collaboration between Nvidia and Intel is already … work even more efficiently with Nvidia graphics cards, boosting the … also brings new challenges. Competitors like AMD and TSMC could … to experts, TSMC manufactures Nvidia’s most advanced chips, but …
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Intel + NVIDIA: The Unexpected AI Alliance Shaking Wall Street
25 Sep 2025 12:36 GMT
… NASDAQ: INTC and NVIDIA Corporation NASDAQ: NVDA announced …
The Strategic Investment: NVIDIA will invest $5 billion … integrate high-performance NVIDIA RTX graphics processing unit … between two fierce global competitors is virtually unprecedented. Still …
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Nvidia’s $100 Billion Bet on OpenAI: Cash Infusion, Chip Leasing, and Bubble Fears
25 Sep 2025 11:56 GMT
… funneled primarily into leasing Nvidia’s cutting-edge graphics … effectively locking itself into Nvidia’s supply chain while … .
This unusual structure means Nvidia profits twice: first by … as a genuine competitor, with government backing. Nvidia’s tie-up …
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'Pharma Bro' Martin Shkreli Mocks IONQ CEO's Nvidia-Sized Ambition: 'Craziest Statement From A CEO I Have Ever Heard'
25 Sep 2025 08:59 GMT
… Cisco Systems Inc. CSCO and NVIDIA Corp. NVDA, with market … ceiling of it looks like Nvidia.”
Calling out Chapman’s … .
His skepticism aligns with Nvidia’s CEO Jensen Huang and … the stock, its peers and competitors.
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Alibaba inks Nvidia deal, expands data centers, unveils most powerful AI model yet
25 Sep 2025 06:13 GMT
… year.
The partnership with Nvidia is the centerpiece of … comes just days after Nvidia disclosed plans to invest … as Tau2-Bench, outperforming competitors including Anthropic’s Claude and … expand its capabilities.
With its Nvidia partnership, new data centers, …
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What does Nvidia’s $100 billion investment in OpenAI mean?
25 Sep 2025 02:35 GMT
… $100 billion deal between Nvidia and OpenAI signals a … and global technology ecosystems.
Nvidia’s massive investment and strategic … losing market share. These competitors may face challenges in … to differentiate themselves from Nvidia’s broad, deep reach …