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The Latest Breaking News from OpenAI

AI investors are in for a rude awakening

There is a huge gap between investment and revenue from LLMs. Investors wrongly assume everyone will be a winner

The Guardian - US

Before he revolutionized tech with Steve Jobs, Jony Ive wanted to quit Apple. Now he’s forging a new power pairing with OpenAI’s Sam Altman

Ive has joined Altman at OpenAI to create new AI-native devices.

Fortune

Broadcom Price Targets Just Reached Above $400 for the First Time

Just like Broadcom shares, Wall Street analysts are lifting their price targets on the stock to new heights. Two analysts now see the stock moving above $400.

MarketBeat

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Nvidia and OpenAI partnership is a catalyst for enterprise AI growth, says Wedbush’s Dan Ives

Nvidia will invest up to $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars in data centers.

Fortune

Adviser to UK minister claimed AI firms would never have to compensate creatives

Exclusive: Kirsty Innes made statement in now-deleted post on X seven months before taking up role as Liz Kendall aide

The Guardian - UK

Markets are selling off after Powell said six words investors don’t want to hear: ‘Equity prices are fairly highly valued’

Investors are wary of any sign that the Fed thinks “irrational exuberance”—as former Fed chair Alan Greenspan once called it—has kicked in.

Fortune

ChatGPT boss predicts when AI could cure cancer

Sam Altman’s claims follow announcement of ‘biggest AI infrastructure project in history’

The Independent UK

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OpenAI, Oracle, SoftBank Unveil $500 Billion Stargate Plan With 5 New US AI Data Centers As Nvidia Commits $100 Billion To Support ChatGPT-Parent

OpenAI, Oracle Corp (NYSE:ORCL) and SoftBank Group (OTC:SFTBF) (OTC:SFTBY) on Tuesday announced plans to build five new U.S. data centers as part of the $500 billion Stargate project, a massive private-sector effort to power the next wave of artificial intelligence.

Benzinga

How Consumers Are Tinkering with Cutting-Edge AI

Companies launching artificial intelligence tools are jostling for consumer attention. Some products are already building a deep connection with users.

Kiplinger

OpenAI plans to build 5 giant U.S. 'Stargate' datacenters, a $400B challenge to Meta, Microsoft, and Google in the AI arms race

The ChatGPT maker, along with Oracle and SoftBank, drew reporters to rural West Texas to tour the flagship Stargate data center, provide an update on new sites, and dispel doubts about the partnership’s momentum.

Fortune

OpenAI and Oracle show off Stargate AI data center in Texas and plan five more elsewhere

OpenAI CEO Sam Altman has announced that the Stargate AI data center in Texas will be joined by five more across the U.S. This expansion is part of a $500 billion infrastructure investment promoted by President Donald Trump

The Independent UK

What Will Nvidia's $100 Billion OpenAI Investment Reap?

Nvidia (NASDAQ:NVDA) plans to invest up to $100 billion in OpenAI, a move that could generate billions in long-term revenue.

Benzinga

Cathie Wood says the AI race has already shrunk to the 'Big 4' key players, and it could soon drop to 2

Wood said the AI space is increasingly consolidating.

Fortune

Sam Altman Says AI Could Cure Cancer, If We Build Enough Compute

OpenAI CEO Sam Altman has shared his vision to massively scale the AI infrastructure. Altman has stated that access to artificial intelligence could soon

Geekflare

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Tom’s Guide

Study finds ChatGPT-5 is wrong about 1 in 4 times — here's the reason why

A new OpenAI study reveals why ChatGPT and other AI chatbots hallucinate — and why they often guess instead of admitting they don’t know.

Barchart

The ‘Irrational Exuberance’ in AI Stocks Isn’t Going Anywhere. Buy These 3 Top-Rated Names Here.

This analyst believes the AI rally is far from over, but we may still be looking at a dot com-esque boom in the coming years.

The Conversation

The US-UK tech prosperity deal carries promise but also peril for the general public

The UK government hailed the recent US state visit as a landmark for the economy. A record £150 billion of inward investment was announced, including £31 billion targeted at artificial intelligence (AI) development.

Barchart

Is Oracle Stock a Buy, Sell, or Hold as the Company Names 2 New CEOs?

Oracle is going the Netflix route with Clay Magouyrk and Mike Sicilia appointed as co-CEOs.

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Benzinga

What's Going On With CoreWeave (CRWV) Stock Tuesday?

CoreWeave Inc (NASDAQ:CRWV) shares are in the spotlight Tuesday morning following a major announcement from NVIDIA Corp (NASDAQ:NVDA) and OpenAI.

Barchart

Nvidia Is Partnering Up With OpenAI. Should You Buy, Sell, or Hold NVDA Stock Here?

Nvidia will invest up to $100 billion in OpenAI as the artificial intelligence giant aims to aggressively expand its data center footprint.

Tom’s Hardware

Nvidia's $100 billion investment in OpenAI raises big antitrust concerns — legal experts and policymakers raise eyebrows over potential for market imbalance

Nvidia's planned $100 billion investment in OpenAI represents a historic alliance between the dominant AI GPU developer and a leading AI model developer, but it raises serious antitrust concerns over potential market favoritism, supply chain imbalances, and regulatory scrutiny.

Euronews

Disney brings Kimmel back: The cost of major company U-turns

Disney, which owns the network that runs Jimmy Kimmel Live, announced that the presenter would return to the airwaves after the show’s suspension last week.

Benzinga

Nvidia Gives. Nvidia Gets. Nvidia Grows—Jensen Huang's $100 Billion Brainwave

Nvidia Corp (NASDAQ:NVDA) just flipped the script on corporate strategy: it gives customers money to buy its chips and, in return, secures its own growth. The $100 billion planned investment in OpenAI isn't charity; it's a masterstroke in demand engineering. By funding AI data centers stacked with millions of Nvidia…

Tom’s Hardware

Nvidia promises its $100 billion OpenAI deal won't impact GPU supply — 'we will continue to make every customer a top priority'

Nvidia has released a statement to make it clear that, no matter what deals it does with companies to provide hardware or take an equity stake in their business, it will ensure all companies have equal access to next-generation GPU hardware.

Windows Central

NVIDIA to invest $100 billion in OpenAI — after Microsoft backed out of two data center deals to escape additional ChatGPT training support

NVIDIA recently announced its plan to invest up to $100 billion in OpenAI to build at least 10 gigawatts of AI datacenters, which will help train and run next-gen AI models.

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