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
AI
Latest 
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.
CNN
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.
Reuters
AI
Bloomberg video: why one AI tool headline can move stocks
A short Bloomberg segment explaining the market mechanics behind an AI-led selloff.
Bloomberg
AI
Nieman Lab: ChatGPT gets 1M local news queries per week
A Nieman Lab piece on how people use AI for local news and what that might mean for publishers.
Nieman Lab
AI
Forbes: software stock selloff tied to AI tooling fears
A Forbes roundup explaining how AI announcements can move public markets quickly.
Forbes
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