AI hype cools as Nvidia and Oracle warn on bets
TL;DR Summary
Nvidia and Oracle are signaling warning signs for the AI boom: Oracle plans to raise up to $50 billion in 2026 through debt and equity to fund cloud AI growth, while Nvidia’s planned up to $100 billion OpenAI investment appears to be stalled amid concerns about profitability and OpenAI’s competitiveness. Analysts say rising compute costs and flat revenue per gigawatt could squeeze AI infrastructure profits, possibly slowing big‑ticket AI bets.
- Nvidia and Oracle are sending similar warning signs about the AI trade MarketWatch
- Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening CNBC
- Nvidia and Oracle put a price tag on AI — and OpenAI qz.com
- Exclusive | The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice The Wall Street Journal
- Nvidia’s not investing $100 billion in OpenAI because the chip designer doesn’t want to pay the OpenAI valuation tax Sherwood News
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