Did Meta Platforms Just Say Checkmate to Nvidia?

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The Daily Overview on MSN

Nvidia CEO says OpenAI could rival Amazon and Meta

Nvidia CEO Jensen Huang recently described investments in OpenAI as “the smartest investments we can possibly imagine,” ...
Investor's Business Daily on MSN

Arista Stock Falls As Nvidia Wins Meta, Oracle Orders For AI Networking Chips

Shares in Arista Networks ANET fell for a second day after Nvidia NVDA announced that Oracle ORCL and Meta Platforms META ...

Meta and Oracle embrace Nvidia’s Spectrum-X: Ethernet enters the mega AI factory era

Meta’s integration shows how open networking meets AI acceleration, while Oracle’s adoption underscores the rise of mega AI ...

Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

The companies are upgrading their AI networks with NVIDIA's Spectrum-X Ethernet switches, improving scalability and ...
Cryptopolitan on MSN

Nvidia faces unprecedented margin risk as Big Tech customers build in‑house AI chips

Nvidia is confronting its most serious challenge yet, as its biggest clients start cutting into the same market that built ...

Broadcom Stock Investors Just Got Good News From OpenAI -- Is Nvidia Losing Its Edge in AI Chips?

Broadcom and OpenAI have entered into a multiyear partnership to develop powerful artificial intelligence (AI) systems with ...

Nvidia unveils its vision for gigawatt ‘AI factories’ based on its Vera Rubin architecture

The Vera Rubin NVL144 architecture is designed to support the roll-out of 800-volt direct current data centers for the ...

Is CoreWeave a Better Investment Than Nvidia?

CoreWeave wants to become an AI-first cloud computing company. GPUs burn out quickly when used for AI workloads. 10 stocks we ...
Barchart on MSN

‘It’s About to Go Up By a Billion Times’: Nvidia CEO Jensen Huang Says the Next ‘Industrial Revolution’ Is Already Here

Nvidia CEO Jensen Huang’s remarks on the exponential rise of inference computing highlight the scale of AI’s industrial ...

From OpenAI to Meta, firms channel billions into AI infrastructure as demand booms

AMD has agreed to supply artificial intelligence chips to OpenAI in a multi-year deal that would also give the ChatGPT ...

Meta Is Said to Acquire Chips Startup Rivos to Push AI Effort

Meta Platforms Inc. is acquiring chips startup Rivos Inc., according to a person familiar with the deal, part of an effort to bolster its internal semiconductor development and control more of its ...