AI
Report: OpenAI looks for alternatives to some Nvidia chips
Reuters reports OpenAI exploring options amid capacity, performance, and supply-chain constraints.
AI infrastructure isn’t just about model architecture — it’s also about what you can reliably deploy at scale.
What to know
- Hardware diversity reduces single-roadmap risk.
- Alternatives can change power, cost, and deployment tradeoffs.
- The ecosystem is moving toward multi-vendor stacks.
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AI
Analysis: the Nvidia–OpenAI story is about control, not just compute
A niche analysis arguing that strategic control and roadmap leverage drive the conflict more than raw capacity.
AI
CNBC: Nvidia–OpenAI mega-deal reportedly stalls as both sides need each other
A CNBC report on negotiations and the strategic leverage inside AI infrastructure partnerships.
AI
Yahoo Finance: OpenAI revenue growth could buoy AI infrastructure plays
A market take connecting revenue expectations to capex and infrastructure suppliers.
AI
Markets react as Anthropic’s new tool raises software disruption questions
A CNN explainer on why AI tooling announcements can spill into public-market moves.
AI
New AI tools sharpen disruption fears across software
Reuters describes how new capabilities can trigger a market rethink about enterprise software pricing and workflows.
AI
Bloomberg video: why one AI tool headline can move stocks
A short Bloomberg segment explaining the market mechanics behind an AI-led selloff.