Nvidia, OpenAI and Oracle
The signs that large-language models are starting to hit a ceiling in capabilities regardless of how much money and computing resources are thrown at them are piling up. Late last year, the founders of venture capitalist firm Andreessen Horowitz noted in an interview that the gains delivered by each successive generation of AI models were getting
OpenAI has announced plans to develop its own custom AI chip, reducing reliance on Nvidia. In a policy shift, OpenAI relaxed censorship rules, embracing ‘free expression’ under the new Trump administration.
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Nvidia delivered a record $130.5 billion in total revenue in fiscal 2025, which was a 114% increase from the prior year, and it was also comfortably above management's forecast of $128.6 billion. The data center segment accounted for $115.1 billion of that total, which was up by a whopping 142% from the prior year.
After OpenAI Deep Research read 42 sources and thought for 6 minutes, it produced a well-laid-out report, covering 13 pages and 4720 words, which I have posted on my website to avoid using AI to write a piece for Forbes:
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OpenAI CEO Sam Altman has taken to X to voice a common complaint in TYOL 2025: His company is "out of GPUs." As someone who regularly trawls the listings looking for the best graphics card deals, I sympathise. They're goshdarn hard to get hold of these days, aren't they?
Demand for Nvidia's chips has been so strong that its revenue and profit have soared, taking the stock to arguably stratospheric levels. Nvidia's (NVDA) stock price rallied 171% in 2024 alone, raising big questions about whether the company's valuation,
Nvidia Corporation dominates the AI chip market with unmatched hardware, CUDA software, and networking solutions. Click for our NVDA update.
Nvidia (NVDA) is climbing 2% after Bloomberg reported that Project Stargate, the massive AI infrastructure initiative, will probably utilize about 64,000 of the company’s graphics processing units (GPUs) by December 2026.
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