Since Nvidia agreed last month to invest $100 billion in its customer OpenAI, investors and analysts who follow artificial intelligence have awakened to that industry’s circularity.

Since Nvidia agreed last month to invest $100 billion in its customer OpenAI, investors and analysts who follow artificial intelligence have awakened to that industry’s circularity. Nvidia puts money ...

OpenAI says it’s buying AMD chips to get more compute power. Analysts also see benefits to diversifying away from Nvidia and likely securing favorable pricing.

The deal opens the door for OpenAI to own a 10% stake in AMD. However, CEO Sam Altman says his company is still committed to buying GPUs from longtime partner Nvidia.

One example of AI factories coming to pass is the British government's goal to expand the country's AI computing infrastructure by 20 times over the next five years. To that end, the U.K. partnered ...

The deal is a huge shot in the arm for AMD, which has been playing second fiddle to Nvidia in the GPU game for the last several years. While Nvidia's stock is up over 1,300% in the last three years as ...

Advanced Micro Devices is a significant underdog to Nvidia in the market for AI chips. But it’s no longer priced like one. The chip maker better known as AMD saw its stock price soar 24% Monday ...

NVIDIA remains a strong buy, driven by a landmark 10GW OpenAI deal. Click here to find out why NVDA stock is a Strong Buy.

Analysts are getting even more bullish on market leaders, with more upgrades for Nvidia and AMD. After a substantial move on its OpenAI deal, TD Cowen raised its price target on AMD to $270 from $195.

Discover why Nvidia's reliance on big clients faces risks after OpenAI's AMD deal. Click here to learn what this means for NVDA investors and the stock outlook.

The deal involves AMD supplying the AI giant with up to six gigawatts of its Instinct GPUs, beginning with one gigawatt of GPUs in the second half of 2026.

Funds own 41% of Nvidia's outstanding shares, according to IBD MarketSurge. Going by its Accumulation/Distribution Rating of B, it appears that funds are currently accumulating the stock. The rating ...