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AI & Machine Learning, Cloud & Infrastructure, News

Nvidia Shares Dip Amid OpenAI Investment Uncertainty

By Maria Konash Feb 2, 2026

Nvidia stock fell after reports raised questions about the final amount of its planned $100 billion investment in OpenAI, despite CEO Jensen Huang reaffirming commitment.

AI & Machine Learning, Enterprise Tech, News, Startups & Investment

Perplexity Signs $750M Deal With Microsoft for AI Models

By Maria Konash Jan 30, 2026

Perplexity has agreed to a $750 million, three-year deal with Microsoft to use Azure and access frontier AI models from OpenAI, Anthropic, and xAI, Bloomberg reported.

AI & Machine Learning, Cloud & Infrastructure, News, Regulation & Policy

China Clears DeepSeek to Acquire Nvidia H200 AI Chips

By Maria Konash Jan 30, 2026

China has approved AI startup DeepSeek to purchase Nvidia H200 chips, with conditions still being finalized. The move follows U.S. export approval and comes amid scrutiny over potential military use.

AI & Machine Learning, Cloud & Infrastructure, Enterprise Tech, News, Startups & Investment

Amazon in Talks for Up to $50 Billion OpenAI Investment

By Maria Konash Jan 30, 2026

Amazon is in early discussions to invest tens of billions of dollars in OpenAI, a move that could deepen its position in the global AI race and make it the startup’s largest new backer.

AI & Machine Learning, News, Startups & Investment

Nvidia, Amazon, Microsoft Weigh Up to $60B OpenAI Investment

By Maria Konash Jan 29, 2026

Nvidia, Amazon, and Microsoft are in talks to invest as much as $60 billion in OpenAI, according to a report. The discussions underscore intensifying competition and rising costs in advanced AI development.

AI & Machine Learning, Cloud & Infrastructure, News, Startups & Investment

AI Chip Startup Ricursive Reaches $4 Billion Valuation Just Two Months After Launch

By Maria Konash Jan 28, 2026

Ricursive Intelligence hits a $4 billion valuation after raising $300 million to develop AI systems that autonomously design and improve AI chips.

AI & Machine Learning, News, Regulation & Policy

YouTubers Sue Snap Over AI Using Their Videos Without Permission

By Maria Konash Jan 27, 2026

YouTubers suing tech companies over AI training data now include Snap, alleging its systems used their videos without permission for commercial AI features.

AI & Machine Learning, Cloud & Infrastructure, News

Samsung to Begin HBM4 Chip Production for Nvidia

By Maria Konash Jan 26, 2026

Samsung plans HBM4 memory chip production for Nvidia next month, targeting AI accelerator demand while competing with SK Hynix in advanced memory supply.

AI & Machine Learning, News, Research & Innovation

Nvidia Launches Open AI Models for Weather Forecasting

By Maria Konash Jan 26, 2026

Nvidia unveils Earth-2, a fully open AI software stack for weather and climate forecasting, offering faster, more accessible predictions for scientists, energy firms, and financial institutions.

AI & Machine Learning, Cloud & Infrastructure, News

Apple Supplier Pegatron Brings AI Servers to Texas With First U.S. Factory

By Maria Konash Jan 23, 2026

Taiwanese electronics manufacturer Pegatron, a supplier to Apple, is building its first U.S. factory in Texas to produce AI server products, including those using Nvidia chips.

AI & Machine Learning, Cloud & Infrastructure, News

Intel Warns of Supply Shortages, Shares Drop 14%

By Maria Konash Jan 23, 2026

Intel shares fell 14% after the chipmaker issued soft guidance and warned of a supply shortage, raising concerns over its foundry business and AI competitiveness.

AI & Machine Learning, News, Startups & Investment

OpenAI Faces Pressure as Investors Demand AI Returns

By Maria Konash Jan 23, 2026

Analysts warn 2026 could be a pivotal year for OpenAI and other private AI companies as investors focus on profitability amid rising compute costs and IPO speculation.