Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

BIZARRE: 6 - You Need To See This

Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

Benzinga

Nvidia, Tesla Surge Nearly 4% As Apple, Microsoft And Other Mag 7 Stocks Rally In Monday Pre-Market: What's Going On?

Shares of Nvidia Corp (NASDAQ:NVDA) and Tesla Inc. (NASDAQ:TSLA) climbed 3.57% and 2.61%, respectively, during Monday’s pre-market trading session, after President Donald Trump softened his stance on China tariffs.

Benzinga

What Connects Nvidia, Gold, Tesla? The Worst ETFs Of 2025

Leveraged bets against some of 2025's biggest market winners have gone spectacularly wrong. A clutch of ETFs tied inversely to Nvidia Corp (NASDAQ:NVDA), Tesla Inc (NASDAQ:TSLA), and gold have found themselves at the bottom of the performance charts this year, underscoring just how punishing compounding and momentum can be for…

Benzinga

From analysis to the latest developments in health,
read the most diverse news in one place.

Everyone's Talking About Intel, But These Growth Metrics Suggest Its Rival Could Steal The Show

Chipmaker Intel Corp. (NASDAQ:INTC) has been grabbing the spotlight in recent weeks, following the Trump administration’s decision to acquire a stake in the company, alongside recent investments from both Nvidia Corp. (NASDAQ:NVDA) and the SoftBank Group Corp. (OTC:SFTBY).

Benzinga

Nvidia's Middle East Play: How Gulf AI Ambitions Could Reshape US Semiconductor ETFs

The U.S. government's recent approval of Nvidia Corp’s (NASDAQ:NVDA) chip exports to the United Arab Emirates marks a significant milestone in global AI geopolitics, and a potential tailwind for investors in semiconductor and tech-focused ETFs. Under a bilateral AI agreement from May, the UAE will receive advanced Nvidia chips while…

Benzinga

Nvidia Tax Scores UAE Upgrade: Why AI's Golden Goose Could Be Fleecing The Desert's Dream Projects

The UAE's AI buildout could be running into Silicon Valley's priciest roadblock — the “Nvidia Tax.” The term refers to the steep markups that come with using Nvidia Corp's (NASDAQ:NVDA) high-end GPUs, which have become the default choice for large-scale AI systems.

Benzinga

Nvidia CEO Jensen Huang Says He's 'Surprised' AMD Would Give Away 10% Of The Company In Its Deal With OpenAI: 'It's Clever, I Guess'

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang weighed in on Advanced Micro Devices, Inc.'s (NASDAQ:AMD) partnership with OpenAI, calling the move "imaginative" but "surprising."

Benzinga

Read news from The Economist, FT, and more,
with one subscription

Fear Of An AI Bubble? This Time Is Different, Goldman Says

"This time is different" may be the most dangerous phrase in investing—but Goldman Sachs is embracing it, claiming today's AI-driven tech boom doesn't fit the script of past financial bubbles.

Benzinga

Elon Musk Questions OpenAI's 'Nonprofit' Status After $500 Billion Valuation, Nvidia's $100 Billion Deal And AMD Stake

Earlier this week, Elon Musk reignited his criticism of OpenAI's corporate structure after a post highlighted the company's soaring valuation and deep partnerships with tech giants like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD).

Benzinga

Jim Cramer Recalls First Betting On Nvidia In 2009 — Says Jensen Huang Was '20 Years Ahead' Of His Time As Stock Soars Over 1,244% In Past 5 Years

On Tuesday, Jim Cramer reflected on his early conviction in Nvidia Corp. (NASDAQ:NVDA), calling CEO Jensen Huang one of the most visionary leaders in tech history as the chipmaker's meteoric rise continues.

Benzinga

Nvidia's Jensen Huang Downplays AMD Rivalry, Says 'We're Very Different Companies' Following Partnership With OpenAI

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI.

Benzinga

Nvidia CEO Jensen Huang Says Intel Spent 33 Years 'Trying To Kill Us' But Now Calls The Chip Rival A Partner: 'We're Lovers, Not Fighters'

On Monday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang said longtime rival Intel Corp. (NASDAQ:INTC) spent more than three decades "trying to kill" his company — but the two chipmakers have now become partners in a $5 billion alliance.

Benzinga

Billionaires Ken Griffin, David Tepper, Philippe Laffont And More Load Up On Nvidia Stock As This Tech Bull Sees NVDA 'Going To $5 Trillion'

A cohort of Wall Street's most influential billionaire investors has significantly increased their holdings in Nvidia Corp. (NASDAQ:NVDA), signaling strong confidence in the AI chipmaker's future. The aggressive buying spree coincides with a bold prediction from a prominent tech analyst who sees the company's market capitalization soaring to $5 trillion.

Benzinga

From Bitcoin To AI: How IREN And Cipher Are Hosting Nvidia-Powered AI Workloads

The Bitcoin (CRYPTO: BTC) mining bust just found its silver lining — and it's glowing green with Nvidia Corp (NASDAQ:NVDA)-powered AI. As Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google and Microsoft Corp (NASDAQ:MSFT) scramble to secure low-cost, high-density data centers for their next wave of AI expansion, they've stumbled upon an unlikely…

Benzinga

Get all your
news in one place.

100's of premium titles.
One news app.

Benzinga

AMD's OpenAI Deal Could Spark A New AI Arms Race With Nvidia

Advanced Micro Devices Inc.’s (NASDAQ:AMD) multi-year deal with OpenAI could unlock $135 billion in revenue and mount a serious challenge to Nvidia Corp.’s (NASDAQ:NVDA) long-standing dominance, according to Goldman Sachs.

Benzinga

IREN Stock Up Nearly 900% Over 6 Months, Rises 8% Before The Bell: What's Driving The Surge?

Shares of IREN Ltd (NASDAQ:IREN) climbed 8% in pre-market trading on Tuesday, as the data center operator announced multi-year agreements with major artificial intelligence companies deploying NVIDIA Corp.’s (NASDAQ:NVDA) Blackwell GPUs.

Benzinga

Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'

Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.

Benzinga

Chamath Palihapitiya Warns AI Push By GOOGL, META, MSFT And AMZN Using NVDA Chips Could Double Electricity Rates

The burgeoning artificial intelligence boom, driven by tech titans like Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META), Microsoft Corp. (NASDAQ:MSFT), and Amazon.com Inc. (NASDAQ:AMZN) relying heavily on Nvidia Corp. (NASDAQ:NVDA) powerful GPUs, could lead to a dramatic doubling of electricity rates within the next five years.

Get all your
news in one place.

100's of premium titles.
One news app.

Benzinga

Nvidia, Broadcom, Marvell Poised To Gain Big From $1.2 Trillion AI Spending Wave By 2030: Analyst

U.S. chipmakers including NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Advanced Micro Devices Inc (NASDAQ:AMD), Marvell Technology Inc (NASDAQ:MRVL), and Credo Technology Holding Ltd. (NASDAQ:CRDO) are set to benefit from a massive wave of artificial intelligence infrastructure spending projected to top $1.2 trillion by 2030.

Benzinga

Nvidia CEO Jensen Huang Sells $42 Million Stake As Stock Touches New All-Time High

Nvidia Corp.’s (NASDAQ:NVDA) co-founder and CEO, Jensen Huang, has sold another significant block of the company’s stock this week, according to regulatory filings with the Securities and Exchange Commission.

Benzinga

Nebius Stock Is Rising Thursday: What's Going On?

Nebius Group N.V. (NASDAQ:NBIS) shares are trading higher Thursday following reports indicating that Microsoft Corp (NASDAQ:MSFT) will get access to over 100,000 NVIDIA Corp (NASDAQ:NVDA) GB300 chips as part of its deal with the company.

Benzinga

Elon Musk Is 'The Ultimate GPU,' Says Nvidia CEO Jensen Huang—Predicts He Could Be The First To Hit A Gigawatt

In a recent podcast, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang compared Elon Musk‘s brain to the company’s chips, praising Musk’s unique abilities.

Benzinga

Nvidia Rally Hands Ken Fisher $2.36 Billion Windfall In Just 3 Months

Billionaire Ken Fisher just turned Nvidia Corp's (NASDAQ:NVDA) latest rally into a $2.36 billion paper windfall.

Benzinga

Nvidia, Meta Thriving On 'Middle-Class Rip-Off' As Power Costs Spiral 267% Amid AI Boom: Larry McDonald

Tech giants like NVIDIA Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are thriving amid what market strategist Larry McDonald calls a "middle-class rip-off," as electricity costs tied to AI data centers soar.

Benzinga

Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA

A multi-billion-dollar gap has emerged in the estimated cost of powering the AI revolution, pitting a new bullish forecast from Barclays against Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's own ambitious projections.

1 … 5 6 7 8

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations