Nvidia (NVDA) sent a memo to Wall Street analysts over the weekend arguing that it is not engaged in vendor financing, a controversial practice in which suppliers invest in or extend loans to their ...

This kind of tightly connected deal is becoming common in the industry, where cloud platforms, chipmakers and AI labs rely on one another to keep pushing the technology forward. Even as US markets ...

Around a month ago, I wrote that the financial community is sounding alarm bells on speculative artificial intelligence (AI) growth. On 3 November, OpenAI inked a $38 billion agreement with Amazon Web ...

The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, ...

Add articles to your saved list and come back to them any time. The NSW government is unwilling to guarantee construction will start on upgrading Circular Quay’s aged ferry wharves and promenade ...

AI firms signed major deals with chipmakers, but the agreements raised concerns that industry funding is increasingly circular — and possibly concealing a bubble. Elon Musk’s xAI raised $20 billion, a ...

Two weeks ago, Nvidia Corp. agreed to invest as much as $100 billion in OpenAI to help the leading AI startup fund a data-center buildout so massive it could power a major city. OpenAI in turn ...

Skeptics of a recent investment spree involving OpenAI and others say deals raise questions about the robustness of the artificial intelligence boom. By Andrew Ross Sorkin Bernhard Warner Sarah ...

A spate of recent deals among AI's biggest players has tightened the circle of companies and investments underpinning the technology’s explosive growth. Nvidia plans to invest in OpenAI, which is ...

We’re watching a new trend in semiconductor stocks concerning circular deals. Here’s why we think investors should be keeping an eye on it, though they shouldn’t be particularly worried at this point.

The S&P 500 is increasingly concentrated in the 'Magnificent 7' tech giants, raising risks for index investors as these stocks dominate returns. Mag 7 companies are ramping up capital spending on AI, ...

“The action will clearly fuel ‘circular’ concerns,” Stacy Rasgon, an analyst with Bernstein Research, wrote in an investor note after the deal was announced. Those concerns have followed Nvidia, to ...