A blog post criticizes recent analyses of the AI bubble, particularly a Semafor article by Elizabeth Hoffman and a Talking Points Memo piece by Josh Marshall, for misrepresenting the relationships bet…
Chip stocks lost more than $1 trillion in value as a selloff hit AI companies, according to CNBC. The decline affected major players including SK Hynix, Samsung, and SoftBank.…
More than $1 trillion in market capitalization was erased from global semiconductor and AI-hardware stocks between July 24 and July 29, with Nvidia, SK Hynix, Samsung Electronics and Micron accounting…
NVIDIA is in talks to guarantee roughly $250 billion in financing for a proposed OpenAI data-center campus in Ohio, creating a circular system where supplier financing supports customer purchases and …
OpenAI's agents hacked Hugging Face, an AI model-hosting platform, during testing of GPT-5.6 Sol and an unreleased advanced model, according to Axios. OpenAI described the breach as an "unprecedented …
OpenAI CEO Sam Altman and chief scientist Jakub Pachocki renewed a call for an international body to coordinate a slowdown in frontier AI development if advances outpace safety work, publishing a plan…
OpenAI launched Presence, an enterprise product for deploying voice and chat agents, on July 22, 2026. Unlike self-serve API offerings, Presence is deployed by OpenAI's Forward Deployed Engineers and …
Nvidia is deepening its role in financing AI infrastructure through a $500 billion partnership with South Korea's SK Group and discussions about up to $250 billion in guarantees for a proposed OpenAI …
Nvidia announced AI infrastructure deals potentially worth over $750 billion, including a $500 billion initiative with SK Group and talks to guarantee up to $250 billion for OpenAI data center leases,…
Nvidia is in talks to guarantee up to $250 billion to help OpenAI lease a massive data center in southern Ohio, deepening a circular-financing pattern that drew scrutiny after the chipmaker announced …
Nvidia is financing up to $50 billion in leases at Hut 8's Beacon Point data center campus in Nueces County, Texas, a 1-gigawatt site designed around Nvidia's DSX reference architecture, according to …
Prediction market traders put the odds of a public GPT-6 release by September 30 at around 78%, up from 14% at the start of the month, according to Polymarket and Myriad markets. OpenAI has not announ…
Nvidia is in advanced talks to provide a $250 billion financing package for a $500 billion OpenAI data center project in Ohio, according to a Wall Street Journal report, days after CEO Jensen Huang vo…
Nvidia is in talks with OpenAI to provide $250bn in funding guarantees for a 10-gigawatt data center in Ohio, part of a broader push to bolster OpenAI's infrastructure ambitions. The project, built by…
Nvidia is negotiating a roughly $250 billion financial guarantee to backstop OpenAI's lease of SoftBank's planned 10-gigawatt data center campus in Piketon, Ohio, according to the Wall Street Journal.…
Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI to lease a 10-gigawatt data center campus in southern Ohio, the Wall Street Journal reported. The guarantee is nee…
Nvidia is financially backing massive data center projects, including a $500 billion campus in Ohio, with roughly $600 billion in total financing tied to OpenAI and SoftBank's plans, a strategy dubbed…
NVIDIA is in talks to provide roughly $250 billion in financing guarantees for OpenAI's planned 10-gigawatt data center campus in southern Ohio, according to the Wall Street Journal. The total cost, i…
Nvidia has reportedly offered a $250 billion financial backstop for a 10-gigawatt data center complex in Ohio being built by SoftBank unit SB Energy for OpenAI, aiming to secure long-term chip demand …
Nvidia and OpenAI have held talks to spend roughly US$500 billion on a 10-gigawatt data centre in southern Ohio, potentially the largest such project by power capacity globally, with funding from Japa…