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All articles tagged with #chips

Nvidia eyes $30B OpenAI stake, abandons $100B infrastructure pledge
market-news5 days ago

Nvidia eyes $30B OpenAI stake, abandons $100B infrastructure pledge

Nvidia is nearing a $30 billion direct stake in OpenAI, replacing its earlier $100 billion infrastructure commitment, as part of a funding round valuing OpenAI at about $730 billion pre-money. The deal would not be tied to milestones, though Nvidia could join future rounds to fulfill the original plan, with other backers including Amazon, SoftBank, and Microsoft. The move reinforces Nvidia’s AI-hardware strategy amid intense chip competition, but it has reignited talk of circular financing and could draw regulatory scrutiny as OpenAI relies on Nvidia gear for its GPT-series progress.

via TipRanks|
#ai#chips#investments
Amazon’s Capex Push Seen as Long-Term Opportunity by Top Investor
market-news16 days ago

Amazon’s Capex Push Seen as Long-Term Opportunity by Top Investor

Despite Amazon’s $200 billion capex pledge for 2026 and a small earnings miss, top analyst Daniel Sparks says the market overreacted and presents a buying opportunity for long-term holders. He notes Amazon is monetizing capacity as it installs it, points to a fast-growing $10 billion chips business, and cites strong top- and bottom-line growth with guided 11–15% revenue growth for Q1 2026. With a Strong Buy consensus and a roughly 34% upside to a $281.68 12-month target, Sparks argues the capex cycle could pay off megacap investors over time.

via TipRanks|
#amazon#amzn#capex
OpenAI Pulls Back on Nvidia's $100B AI Hardware Bet
business21 days ago

OpenAI Pulls Back on Nvidia's $100B AI Hardware Bet

OpenAI reportedly walked away from Nvidia’s proposed $100 billion AI hardware deal, citing Nvidia’s latest chips as not meeting its inference needs, while OpenAI moved forward with deals from AMD and others. Bloomberg later said Nvidia was nearing a $20 billion investment in OpenAI. The huge figure was a non-binding LOI, and both sides say there’s no rift, even as Nvidia’s stock declines.

via Futurism|
#ai#business#chips
China and Europe Easing Chip Export Restrictions Amid Trade Tensions
business3 months ago

China and Europe Easing Chip Export Restrictions Amid Trade Tensions

China is expected to lift its ban on chip exports to European carmakers following a recent US-China deal, easing a dispute that threatened to disrupt European and Japanese car production. The deal includes a one-year delay in US export controls on Chinese companies like Wingtech, which owns Nexperia, a key chip supplier. This development is seen as a positive step towards restoring supply chains and stabilizing the global automotive industry.

via The Guardian|
#business#china#chips
Intel Unveils 18A Chip Amid Industry Shift and Apple Rumors
technology4 months ago

Intel Unveils 18A Chip Amid Industry Shift and Apple Rumors

Intel announced its next-generation Core Ultra Series 3 CPUs with significant performance and efficiency improvements, aiming to compete with Qualcomm and Apple. Meanwhile, Apple is expected to unveil new iPads and MacBooks, possibly featuring the new M5 chip, along with other hardware updates, in an upcoming October event. Additionally, Sony hinted at a potential PlayStation 6 release in the coming years.

via WIRED|
#apple#chips#intel