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NASDAQ:NVDA News 28 August 2025 - 3 October 2025

AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

How to Invest in OpenAI in 2025: All the Ways to Own a Stake in ChatGPT’s Creator

Understanding OpenAI’s Unique Structure and Investors OpenAI’s background: OpenAI started in 2015 as a research lab co-founded by Sam Altman and Elon Musk (among others) with a non-profit mission. In 2019, to fund expensive AI development, OpenAI created a hybrid for-profit entity (“OpenAI LP”) with a capped-profit model – investors can earn returns up to a certain limit, after which the majority of profits return to the original non-profit to support its mission reuters.com. This structure is highly unusual, and it’s part of why OpenAI hasn’t gone public yet. Altman has openly said he’s wary of an IPO in the
3 October 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

AI’s “iPhone Moment” Arrives — Nvidia CEO Jensen Huang Explains What It Means

What Is the “iPhone Moment” of AI? Huang’s “iPhone moment” analogy captures the idea that generative AI (like ChatGPT) has suddenly become a consumer and enterprise phenomenon. Just as the iPhone in 2007 turned smartphones into a mass-market platform (spurting new apps, services and industries), ChatGPT and related AI tools in 2022-2023 have made AI easy and compelling for ordinary users. “Startups are racing to build disruptive products and business models,” Huang said at Nvidia’s 2023 GTC conference, “and incumbents are looking to respond.” nvidianews.nvidia.com. The implication: we’re entering a phase where AI moves out of niche labs and into
1 October 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Key facts (as of Sep 27, 2025) The in-depth report 1) The setup: AI compute demand keeps compounding Nvidia still commands the AI-accelerator market, but the demand curve (frontier model training, inference scale-out, and AI-enabled enterprise software) is so steep that second-source and custom solutions are economically inevitable. Even Nvidia is leaning in with customers: the company plans up to $100B in OpenAI, delivering systems beginning in late 2026 to help build ≥10 GW of capacity. Reuters framed it as a tie-up that “intensifies the AI datacenter race.” Reuters On the flip side, analysts note unanswered questions about the structure
27 September 2025
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NVIDIA and Abu Dhabi Unite to Launch Middle East’s First AI & Robotics Lab – A New Era for Tech in the UAE

NVIDIA and Abu Dhabi Unite to Launch Middle East’s First AI & Robotics Lab – A New Era for Tech in the UAE

In summary, the NVIDIA-TII partnership establishes a groundbreaking AI and robotics research hub in Abu Dhabi, accelerating the UAE’s bid to be a global AI leader. Below, we delve into the background of this alliance, its significance for the Middle East, strategic goals driving it, key players involved, NVIDIA’s global ambitions, and what this development means for the tech landscape as of September 22, 2025. Background: NVIDIA and TII’s Groundbreaking Partnership Dr. Najwa Aaraj (TII CEO, seated right) and Marc Domenech (NVIDIA’s regional director, seated left) sign the agreement establishing the joint AI and robotics lab at TII’s headquarters in
22 September 2025
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Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Semiconductor Stock Performance in 2025 📈 After a turbulent 2024, semiconductor stocks roared back in 2025. Year-to-date, Nvidia and AMD have each gained roughly one-third in value Macrotrends Macrotrends, vastly outperforming the broader market. Intel – which plummeted last year – has surged about 47% in 2025 Macrotrends, leading the pack in percentage terms as it claws its way back from multi-decade lows. These rallies reflect both sector-wide tailwinds (the AI investment boom) and company-specific drivers: Valuations vary widely. Nvidia’s meteoric rise gives it a trailing price-to-earnings around 50× Portfolioslab – high, but arguably justified by 56%+ revenue growth and
21 September 2025
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The AI Titans of 2025: Inside the Power Index Rankings and Global Race for AI Dominance

The AI Titans of 2025: Inside the Power Index Rankings and Global Race for AI Dominance

About the 2025 AI Power Index – Methodology and Significance Observer’s 2025 A.I. Power Index is a curated ranking of the 100 most influential individuals steering the future of artificial intelligence. According to the Observer, the list spans “CEOs, researchers, policymakers to investors shaping the future of artificial intelligence” Observer. Unlike lists that focus solely on company metrics or academic citations, the Power Index takes a broad view of “power” in AI, blending technical impact with business and policy influence. Selections were made by the Observer’s editorial team (with input from industry experts and even public nominations via email) to
19 September 2025
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The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

You Won’t Believe the $300 Billion AI Deal Shaking Silicon Valley 🚀

Is the Oracle-OpenAI-Nvidia Deal Fueling a New AI Bubble? The Oracle–OpenAI–Nvidia partnership is unprecedented in scale – a $300 billion bet to build next-generation AI supercomputers. It has captivated investors, but also sparked debate over whether the AI industry is entering bubble territory. Inside the $300 Billion AI Mega-Deal OpenAI 🤝 Oracle – a 5-Year, $300B Commitment: In September 2025, OpenAI and Oracle revealed a five-year cloud computing agreement worth $300 billion. The news caught markets off-guard and instantly became one of the largest tech deals ever inked. OpenAI – the firm behind ChatGPT – is essentially pre-booking massive computing power from Oracle’s Cloud Infrastructure
19 September 2025
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Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s New AI Chip Offensive: Technical Breakthroughs Huawei’s latest moves mark its boldest bid yet to break free from foreign semiconductors and establish itself as a leader in artificial intelligence computing. At its annual Huawei Connect conference in Shanghai, the company outlined a sweeping long-term chip strategy, openly detailing plans that had been shrouded in secrecy since U.S. sanctions hit in 2019 reuters.com reuters.com. The headline announcement: Huawei will rapidly iterate its Ascend AI chips and accompanying systems, doubling computing power every year in an aggressive cadence aimed at catching up to (and even surpassing) global rivals reuters.com. Central to
18 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $5 Billion Intel Bet Shakes Up the Chip Industry in Surprise Alliance

A Surprise Alliance to Revive an Icon Nvidia’s $5 billion wager on Intel marks a stunning alliance between longtime rivals. Nvidia – now the world’s most valuable chip company – built its fortune on graphics processors and AI accelerators, largely independent of Intel, the historic king of PC and server CPUs. Intel, for its part, had fallen on hard times due to technological missteps and fierce competition from Asia’s foundries and fabless competitors like AMD. By 2025, Intel was struggling to regain its former glory: its stock and market share had been eroded by manufacturing delays and the loss of key
18 September 2025
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Massive $39B UK–US Tech Alliance Unites Microsoft, Google & NVIDIA in AI and Quantum Power Play

Massive $39B UK–US Tech Alliance Unites Microsoft, Google & NVIDIA in AI and Quantum Power Play

Inside the UK–US Tech Prosperity Deal: Who’s Involved and What It Entails The UK Parliament in London. The UK and US have agreed to a historic tech partnership aiming to revolutionize the AI and quantum sectors. In September 2025, the United Kingdom and United States unveiled a sweeping new technology partnership during a U.S. presidential state visit. Billed as a “Tech Prosperity Deal,” the agreement links the two nations in developing cutting-edge tech industries – chiefly artificial intelligence (AI) and quantum computing – with support from major companies on both sides of the Atlantic Thequantuminsider. The announcement came with splashy
18 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

Introduction The race for dominance in AI chips – the specialized processors that power artificial intelligence – has become a core battleground in technology and geopolitics. In 2025, the United States, China, and Taiwan stand as key players, each with a different role: the U.S. is home to the leading chip designers, China is a massive and ambitious consumer and emerging producer, and Taiwan is the manufacturing epicenter. AI chips are not only critical for flashy applications like generative AI (think ChatGPT or image generators) but also for a wave of smart devices and autonomous machines. As a result, nations
17 September 2025
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The Great AI Content Heist: How Bots Are Devouring the Internet – and How We Can Fight Back

The Great AI Content Heist: How Bots Are Devouring the Internet – and How We Can Fight Back

AI Companies Are Scraping the Web for Everything – Without Asking The rise of generative AI has kicked off an arms race for data, as AI companies seek to ingest as much online content as possible to train their models. Text from websites, images, code repositories, music – and now video – are all being vacuumed up. A bombshell report from The Atlantic in September 2025 revealed the sheer scale of this activity on YouTube: more than 15.8 million videos (from over 2 million channels) were quietly scraped and downloaded without permission as training data for AI theatlantic.com. These weren’t obscure clips either – nearly 1 million were
11 September 2025
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AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Key Facts Market Overview – Record Highs on AI Euphoria Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some
11 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Key Facts 1. Overview – What Are AI Chips and Why Do They Matter? Artificial intelligence chips (“AI chips”) are specialized microprocessors designed specifically for AI workloads. Unlike general-purpose CPUs, AI chips (such as GPUs, TPUs, FPGAs, and AI-specific ASICs) are architected to perform the massively parallel, math-intensive operations that machine learning models require cset.georgetown.edu cset.georgetown.edu. This means they can crunch matrices, tensors, and neural network calculations far more efficiently than traditional processors. AI chips have become the critical enablers of modern AI breakthroughs. The latest deep learning models – from image recognizers to large language models like ChatGPT – demand staggering computational power. For example, training a
5 September 2025
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2025 Streaming Wars: The Best Video, Music & Gaming Platforms Revealed

2025 Streaming Wars: The Best Video, Music & Gaming Platforms Revealed

Key Facts Video Streaming Platforms in 2025: Netflix vs. Disney+ vs. Prime Video (and More) Video streaming in 2025 is a mature but fiercely competitive market, now pivoting from breakneck growth to balancing profitability and subscriber satisfaction. Consumers have more choices than ever – the average American subscribes to nearly four streaming services – and the major players are refining their strategies. The “big three” global services are Netflix, Amazon’s Prime Video, and Disney+, each with its own strengths: Regional and Niche Players: In the U.S., services like Hulu (which Disney now controls and is merging with Disney+ content) and
1 September 2025
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AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

AI Weekend Shockwave: Breakthroughs, Backlash & Big Moves (Aug 30–31, 2025)

Corporate Announcements and Industry Moves Meta’s AI Strategy – Build, Buy, or Partner Meta Platforms pursued multiple routes to boost its AI offerings. It signed a deal to license Midjourney’s image-generation technology to enhance Meta’s products, and internally its new Superintelligence Labs team has even discussed using rival models from Google or OpenAI to power Meta’s AI features ts2.tech ts2.tech. A Meta spokesperson confirmed an “all-of-the-above” approach: the company will continue developing its own advanced models (like the forthcoming Llama 5) while also collaborating externally and open-sourcing when strategic ts2.tech. These moves aim to quickly bolster Meta’s AI capabilities as it
31 August 2025
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AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

AI Stock Frenzy Peaks Then Falters: Nvidia Wobbles, Alibaba Soars as Global AI Boom Faces Reality Check

Key Facts Wall Street’s AI Rally Hits a Speed Bump After months of euphoria, U.S. markets took a breather as August closed out, led by weakness in AI-focused stocks. On Friday, Aug. 29, the S&P 500 and Nasdaq retreated from all-time highs amid a tech sell-off investopedia.com investopedia.com. The Nasdaq Composite sank 1.2% while the S&P 500 lost 0.6%, breaking a streak of gains as traders locked in profits on this year’s AI-fueled winners investopedia.com investopedia.com. Tech mega-caps were mostly lower: Nvidia slid 3.4%, extending a 3-day decline; Tesla and Broadcom fell over 3%; even giants like Meta and Amazon
30 August 2025
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This Tiny 4.5L PC Has 128GB of RAM – Meet the Framework Desktop, 2025’s Modular Mini-ITX Monster

This Tiny 4.5L PC Has 128GB of RAM – Meet the Framework Desktop, 2025’s Modular Mini-ITX Monster

Key Facts at a Glance Overview of the Framework Desktop (Features, Specs, Build) The Framework Desktop’s front panel is composed of 21 swappable tiles (one removed here), allowing personal customization of color and design. Two front Expansion Card slots (bottom left) let you choose I/O ports (USB-C, USB-A, audio jack, SD reader, etc.) using the same modular card system as Framework’s laptops community.frame.work tomshardware.com. A Small Form Factor Beast: The Framework Desktop is a 4.5 L mini workstation that punches above its weight. At roughly 96.8 × 205.5 × 226.1 mm in size (and ~3.1 kg weight) frame.work frame.work, it’s
30 August 2025
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HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

Key Facts HBM Node Transition: From HBM3 to HBM4 High-Bandwidth Memory has evolved rapidly to keep pace with AI needs. HBM3 – introduced around 2022 – brought huge leaps in bandwidth and capacity per stack, and became the workhorse memory for top-tier AI accelerators like NVIDIA’s A100/H100 and Google TPUs. By 2023, attention shifted to HBM3E, an enhanced generation offering even higher performance. In early 2024, SK hynix became the first to mass-produce HBM3E (sometimes dubbed the 5th-generation HBM) trendforce.com, supplying 12-Hi 36GB stacks to NVIDIA and others. This HBM3E delivers ~1.2 TB/s per stack (versus ~0.8–1.0 TB/s for HBM3),
28 August 2025
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Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Key Facts Introduction: Chiplets and 3D Integration Come of Age Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies (chiplets) that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and
28 August 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.02.2026

8 February 2026
LIVEMarkets rolling coverageStarted: February 8, 2026, 12:00 AM ESTUpdated: February 8, 2026, 1:08 AM EST Wheaton Precious Metals CEO Succession and Valuation Analysis February 8, 2026, 1:01 AM EST. Wheaton Precious Metals (TSX:WPM) announced Haytham Hodaly will become CEO on March 31, 2026, with Randy Smallwood moving to non-executive Chair. The stock has surged nearly 30% in 90 days and posted a 98% one-year total return. Despite this momentum, shares trade about 22% below an analyst's fair value estimate of CA$190.41. The company boasts strong finances with CA$1 billion cash and a CA$2 billion undrawn credit facility, underpinning growth prospects.
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
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