Some veteran market watchers warn the deal is essentially vendor financing — Nvidia giving OpenAI money so OpenAI can turn around and spend it on Nvidia chips
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The scale of the opportunity described in this partnership is incredible.
Analysts agree that Nvidia's earnings are a clear signal of of strong demand for AI infrastructure. Less clear, however, is…
The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
OpenAI needs more than $300 billion in revenue to "justify" its level of spending, one analyst said.
Investors should focus on Nvidia's big boost in A.I. infrastructure spending, and not the "noise" around China, says Ritholtz…
The chipmaker is poised for growth as it ramps up its push to improve AI infrastructure through new product launches and…
