Sam Altman, the chief executive of OpenAI, says that technological revolutions are driven by more than just technology. They are also driven, he argues, by new ways of paying for them. “There is ...
The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, ...
Two weeks ago, Nvidia Corp. agreed to invest as much as $100 billion in OpenAI to help the leading AI startup fund a data-center buildout so massive it could power a major city. OpenAI in turn ...
Skeptics of a recent investment spree involving OpenAI and others say deals raise questions about the robustness of the artificial intelligence boom. By Andrew Ross Sorkin Bernhard Warner Sarah ...
A spate of recent deals among AI's biggest players has tightened the circle of companies and investments underpinning the technology’s explosive growth. Nvidia plans to invest in OpenAI, which is ...
We’re watching a new trend in semiconductor stocks concerning circular deals. Here’s why we think investors should be keeping an eye on it, though they shouldn’t be particularly worried at this point.
The S&P 500 is increasingly concentrated in the 'Magnificent 7' tech giants, raising risks for index investors as these stocks dominate returns. Mag 7 companies are ramping up capital spending on AI, ...
“The action will clearly fuel ‘circular’ concerns,” Stacy Rasgon, an analyst with Bernstein Research, wrote in an investor note after the deal was announced. Those concerns have followed Nvidia, to ...
King's College London provides funding as a member of The Conversation UK. We extract more than 100 billion tonnes of raw materials from Earth each year, then throw most of them away. The “circular ...
NEW YORK — Nielsen and VIZIO’s Inscape have extended strategic data relationship, building on a collaboration that began in 2022. The multi-year agreement, the companies said on Tuesday, “reinforces ...
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