What does the disappearance of a $100bn deal mean for the AI economy? Apparent collapse of Nvidia–OpenAI tie-up raises questions about circular funding and who will bear the cost of AI’s expansion The Guardian - UK · Feb 5
‘You Don’t Need to Have a PhD in Computer Science’ to Make a Great Living as AI Disrupts the Economy as We Know It. The Good and Bad of Nvidia CEO Jensen Huang’s Latest Prediction. Jensen Huang is predicting an AI construction boom where blue-collar workers can bag six-figure salaries. He makes a compelling argument, but there are a couple of big caveats here that we can't ignore. Barchart · Feb 4
OpenAI CEO Sam Altman Says Nvidia 'Makes the Best AI Chips in the World.' How to Play NVDA Stock Amid New Drama? Nvidia stock fell more than 3% on Monday on reports that its planned $100 billion investment in OpenAI had stalled. However, both OpenAI's Sam Altman and Nvidia's Jensen Huang have pushed back on the narrative. Barchart · Feb 4
‘Let a thousand flowers bloom,’ Jensen Huang says. Demanding ROI from AI is like forcing a child to make a business plan for a hobby You don’t ask your kids to prove to you how they’re going to make money for you, Huang said: “We never do that at home. But we do it at work.” Fortune · Feb 4
Software sell-off over AI fears hits global stock markets, but FTSE 100 finishes at closing high on £8bn insurance takeover – as it happened Rolling coverage of the latest economic and financial news The Guardian - UK · Feb 4
“It’s nonsense”: Jensen Huang says reports of friction between Nvidia and OpenAI are false Jensen Huang rejects reports of tension between his company and OpenAI, reiterating that Nvidia will invest heavily in the AI firm. TechRadar · Feb 3
Nvidia May Not Invest $100 Billion in OpenAI After All. Is That a Bad Sign for NVDA Stock? Now that Nvidia’s headline-grabbing $100 billion OpenAI deal appears to be on shaky ground, should investors be worried about NVDA stock? Barchart · Feb 3
Our chances of seeing a new Nvidia-powered handheld PC with RTX 5070-level power are improving – but I'd expect the price to be a dealbreaker I smell a new Nvidia handheld PC on the horizon, thanks to fresh chip teases from Jensen Huang, but let's hope I haven't jinxed it. TechRadar · Feb 3
OpenAI reportedly isn't happy with Nvidia's GPUs while Nvidia's $100 billion investment plan in OpenAI is said to have 'stalled': Is the AI honeymoon over? Are the two biggest beasts in AI falling out of love? PC Gamer · Feb 3
Oracle said it was ‘highly confident in OpenAI’s ability to raise funds and meet its commitments.’ Cue the stock fall Oracle’s plan to raise $50 billion had shares rising. Then a tweet about its confidence in OpenAI triggered a selloff that spoke volumes. Fortune · Feb 2
Nvidia CEO denies ‘nonsense’ report he’s unhappy with OpenAI: ‘I really love working with Sam’ “We will invest a great deal of money,” Jensen Huang said, while clarifying that Nvidia’s potential $100 billion investment was “never a commitment.” Fortune · Feb 2
$15 billion tech CEO says she doesn’t know what jobs will look like in 2 years—but she’s still pushing her son into computer science HubSpot CEO Yamini Rangan admits tech jobs are changing fast—but says Gen Z shouldn’t ditch higher education: “Depth in an area, combined with learning how to learn, is what really matters.” Fortune · Feb 2
'Everybody who worked at Nvidia in the early days really wanted to make a game console' says senior VP of engineering Andrew Bell: 'Selfishly, a little bit, we built Shield for ourselves' ‘Let’s go after people who really want a premium experience.’ PC Gamer · Feb 2
Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand — Nvidia CEO says its demand alone may force doubling its capacity over the next decade Nvidia CEO Jensen Huang says TSMC needs to work very hard to expand capacity in order to keep up with AI demand. Tom’s Hardware · Feb 2
Tom’s Guide · Feb 2 Watch out, Intel: Nvidia finally confirms next-gen N1X and N1 chips for AI PCs are coming Nvidia CEO Jensen Huang has reportedly confirmed its Arm-based N1X and N1 chips for AI desktops and laptops, built in collaboration with MediaTek, and it's looking to take the CPU crown from Intel and AMD.
PC Gamer · Feb 2 'TSMC needs to work very hard this year because I need a lot of wafers' says Nvidia CEO Jensen Huang outside a 'trillion-dollar dinner' for top tech manufacturers in Taiwan Sounds lovely.
Barchart · Feb 2 Stocks Set to Open Lower as Risk Sentiment Weakens, U.S. Jobs Data and Earnings in Focus March S&P 500 E-Mini futures (ESH26) are down -0.57%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.92% this morning, pointing to a lower open on Wall Street as investors continue to sell risky assets amid a rout in precious metals.
Windows Central · Feb 2 NVIDIA CEO denies reports he was 'unhappy' with OpenAI — reiterates plans for a "huge investment," but how much will it be? NVIDIA CEO Jensen Huang joins in with other companies floating investment to save OpenAI from imploding.
Tom’s Hardware · Jan 31 Nvidia's plan to invest $100 billion in OpenAI appears unlikely — Jensen reportedly criticizing OpenAI's business decisions in private discussions Nvidia and OpenAI are still in talks about the $100-billion MOU the two parties signed in September 2025, and it seems that deal will be modified for a much "smaller" sum of tens of billions of dollars.
TechRadar · Jan 31 Nvidia Shield TV software updates are going to keep coming – and we might even see a new device one day Nvidia's Andrew Bell has been talking to Ars Technica about the present and the future of the Nvidia Shield TV.
PC Gamer · Jan 30 DeepSeek has reportedly been given conditional approval by the Chinese government to buy Nvidia's AI GPUs If true, China's top AI startup may be about to receive some serious hardware horsepower.
TechRadar · Jan 29 'AI is entering its next frontier... the foundation of the AI industrial revolution': Nvidia confirms CoreWeave will be among the first to get Vera Rubin chips as it doubles down on financial commitments Nvidia expands its CoreWeave partnership with capital investment, early access to Vera Rubin, and deeper coordination on large-scale AI factory construction.
Barchart · Jan 29 As Nvidia Eyes an OpenAI Investment, Should You Buy, Sell, or Hold NVDA Stock? As the AI money loop tightens, is this the moment for investors to double down on NVDA, or finally tap the brakes?
Tom’s Hardware · Jan 29 Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.
Capital & Main · Jan 29 Are California’s Billionaires Crying Wolf? Uber-rich say they’ll flee if wealth tax proposal passes. History suggests otherwise.