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.
The AI supply chain is increasingly defined by bargaining power: who controls capacity, distribution, and the next platform layer.
What to know
- Partnerships are shaped by multi-year capacity planning.
- “Need each other” often means complex contracts and constraints.
- Small structural changes can ripple through pricing and timelines.
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Analysis: the Nvidia–OpenAI story is about control, not just compute
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Yahoo Finance: OpenAI revenue growth could buoy AI infrastructure plays
A market take connecting revenue expectations to capex and infrastructure suppliers.
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Report: OpenAI looks for alternatives to some Nvidia chips
Reuters reports OpenAI exploring options amid capacity, performance, and supply-chain constraints.
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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.