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fromwww.theguardian.com
1 week ago
Artificial intelligence

Nvidia insists it isn't Enron, but its AI deals are testing investor faith

Nvidia's rapid rise involves large, circular vendor-finance-like deals that raise concerns about business practices despite its dominant AI chipset position.
fromFortune
3 months ago
Artificial intelligence

How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking. | Fortune

Nvidia's $100 billion investment in OpenAI and circular vendor financing may inflate perceived AI demand and risk triggering a financial bubble.
fromFortune
3 months ago
Artificial intelligence

How much of the AI boom is underpinned by Nvidia's own balance sheet? Investors increasingly are asking. | Fortune

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Artificial intelligence
from24/7 Wall St.
2 months ago

Battle of the $100 Billion Deals: AMD & NVIDIA Both Pin Strategy Hopes on OpenAI

NVIDIA and AMD secured major OpenAI chip deals, with NVIDIA gaining partnership scale and AMD accepting dilutive warrants to secure anchor-tenant system-building status.
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Artificial intelligence
fromBusiness Insider
2 months ago

In Big Tech's knotty game of AI Twister, what happens when a giant slips?

Big tech rivals form complex, finance-backed dependencies through massive AI compute and partnership deals, creating risky interdependence despite fierce competition.
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