Tag: Nvidia
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Nvidia OpenAI Backstop: Who Actually Carries the Risk?
Nvidia doesn’t usually show up on the financing side of a data center deal. This time it reportedly might be the thing holding the whole structure up, and that’s a different role than the one it’s used to playing.
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Nvidia’s Jensen Huang Wants China’s AI Models Free
I keep coming back to how rare it is for a CEO to publicly lobby against restricting his own government’s regulatory instincts — and that’s exactly what happened this week.
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Apple Nearly Overtook Nvidia — Then Didn’t
The fact that this happened intraday, not at close, tells you something about how fragile the current AI valuation gap actually is.
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SK Telecom’s 15GW AI Bet Exposes a Trust Gap in AI
I keep coming back to one uncomfortable pairing this week: companies are racing to build gigawatts of AI infrastructure while quietly admitting they can’t fully verify what runs on it.