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Nvidia’s $100B Bet on OpenAI Is a Loop That Prints Money

Discover how Nvidia’s $100B OpenAI stake and Oracle’s $300B cloud deal form a self-sustaining AI infrastructure growth loop.

Oracle shares slide as analyst questions AI cloud deal economics

Oracle shares fell nearly 10% in three sessions, entering correction territory as analysts question the profitability of its ...

Why the $300 billion Oracle-OpenAI deal could be fueling an AI bubble

Big Tech’s AI capital expenditures are soaring, which raises the risk companies are overbuilding infrastructure before it can ...

OpenAI to build five more Stargate data centers in the US with Oracle and SoftBank

Last month, Nvidia Chief Executive Officer Jensen Huang stated that building 1 gigawatt of AI infrastructure costs $50 ...

OpenAI, under pressure to meet demand, widens scope of Stargate and eyes debt to finance chips

OpenAI outlined its lofty “Stargate” infrastructure project that would cost half a trillion dollars and be developed with ...

Oracle is reportedly looking to raise $15B in corporate bond sale

This news comes just a few weeks after Oracle allegedly inked a $300 billion compute deal with OpenAI that surprised the ...

OpenAI CFO Sarah Friar: 'More compute, more revenue' in response to concern on Oracle, Nvidia deals

CNBC's MacKenzie Sigalos reports on news regarding OpenAI. Prayers are pouring in for Steve Martin after his new health ...

Oracle’s co-CEO structure will challenge the trope that having two chief executives rarely works

Good morning. Yesterday, Oracle announced a move that is about as divisive as you’ll find in a modern C-suite: The company ...