The Nvidia chief argues that AI’s rapid expansion is being driven by real-world adoption rather than speculation, with enterprises scaling inference workloads and cloud providers racing to add capacity despite export curbs and rising component costs.
OpenAI stresses improvements in coherence and tone control as a lower-cost open-source challenger pushes its case with publicly released benchmarks.
Global AI firms are building in India for its scale and skill, but the question of who owns the value remains unanswered.
With a blockbuster stake sale and record quarter behind it, SoftBank turns its gaze to OpenAI and infrastructure bets as the AI prize race begins.
New pacts with AWS, Oracle, Nvidia, CoreWeave and others lock in gigawatts of capacity as funding grows more complex and cash burn looms.
