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.
igor’sLAB
Tag: OpenAI
Latest 
AI
Yahoo Finance: OpenAI revenue growth could buoy AI infrastructure plays
A market take connecting revenue expectations to capex and infrastructure suppliers.
Yahoo Finance
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.
CNBC
AI
Report: OpenAI looks for alternatives to some Nvidia chips
Reuters reports OpenAI exploring options amid capacity, performance, and supply-chain constraints.
Reuters