Sarah Friar says the AI giant could reach break-even quickly and would like government backstop on data-center investments.
Despite its hefty market cap, Nvidia still trades at a reasonable forward P/E ratio, just 45 times full-year earnings ...
OpenAI’s $1T IPO could fuel its shift from Nvidia’s pricey GPUs toward efficient, self-powered AI infrastructure and ...
Both companies were back at it on Tuesday, announcing deals that once again added billions in value to public companies.
Nvidia CEO Jensen Huang has projected that AI infrastructure spending will reach $3 trillion to $4 trillion by the end of the ...
Wall Street is looking to keep up a rally that raged throughout October, when investors piled into growth and AI-linked names ...
OpenAI and Amazon have signed a multi-year agreement worth $38 billion under which the ecommerce giant will provide the ...
This is all to say, despite initially having the intent of being a non-profit, OpenAI's goalposts have shifted somewhat.
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