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Nvidia's deal with OpenAI sparks a chip stock rally

The surge came despite a warning from consultants at Bain & Co. that AI firms face an $800 billion revenue gap by 2030

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How to buy a GPU in 2025
How to buy a GPU in 2025

<p>One of the trickiest parts of any new computer build or upgrade is finding the right video card. In a gaming PC, the GPU is easily the most important component, and you can hamstring your exp [...]

Match Score: 81.73

NVIDIA GeForce RTX 5090 review: Pure AI excess for $2,000
NVIDIA GeForce RTX 5090 review: Pure AI excess for $2,000

<p>A $2,000 video card for consumers shouldn't exist. The <a data-i13n="elm:context_link;elmt:doNotAffiliate;cpos:1;pos:1" class="no-affiliate-link" href="https://sov [...]

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OpenAI's recent chip deals heap more pressure on TSMC
OpenAI's recent chip deals heap more pressure on TSMC

<p>In recent weeks, OpenAI has signed blockbuster deals <a target="_blank" class="link" href="https://www.engadget.com/ai/openai-agrees-to-buy-tens-of-billions-worth- [...]

Match Score: 73.08

NVIDIA is investing up to $100 billion in OpenAI to build 10 gigawatts of AI data centers
NVIDIA is investing up to $100 billion in OpenAI to build 10 gigawatts of A

<p>NVIDIA will invest up to $100 billion in OpenAI as the ChatGPT maker sets out to build at least 10 gigawatts of AI data centers using NVIDIA chips and systems. The strategic partnership <a [...]

Match Score: 66.55

Everything Apple announced since its last event
Everything Apple announced since its last event

<p>Apple used to treat every public-facing announcement like an event. Even its keynotes — ostensibly for investors and press — were well-orchestrated circuses. If there's any conclusion to [...]

Match Score: 61.87

OpenAI is making its own AI chips with Broadcom's help
OpenAI is making its own AI chips with Broadcom's help

<figure><img src="https://media-mbst-pub-ue1.s3.amazonaws.com/creatr-uploaded-images/2025-10/989ed8a0-a837-11f0-b27f-33c4761ae381" data-crop-orig-src="https://media-mbst-pub-ue [...]

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NVIDIA is reportedly developing an AI chip for China more powerful than the H20
NVIDIA is reportedly developing an AI chip for China more powerful than the

<p>NVIDIA is working on a new AI chip meant for the Chinese market that&#39;s more powerful than the H20, according to <a data-i13n="cpos:1;pos:1" href="https://www.reuters [...]

Match Score: 60.10

The GPU market is built on a broken foundation
The GPU market is built on a broken foundation

<p>More than a month after their reveal at <a data-i13n="cpos:1;pos:1" href="https://www.engadget.com/ai/everything-nvidia-ceo-jensen-huang-announced-at-its-ces-2025-keynote-17 [...]

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NVIDIA reportedly stops production of H20 AI chips
NVIDIA reportedly stops production of H20 AI chips

<p>NVIDIA has reportedly asked its suppliers to halt production related to its H20 AI chips for the Chinese market. According to <a data-i13n="elm:affiliate_link;sellerN:The Information; [...]

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