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.

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Sam Altman, the chief executive of OpenAI, says that technological revolutions are driven by more than just technology. They are also driven, he argues, by new ways of paying for them. “There is ...

Battlefield 6 is out now, and in the blink of an eye the game's servers became full with hundreds of thousands of players waiting to get in on the action. IGN was among the many facing server queues ...

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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 ...

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.

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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 ...