Browse Category

NVIDIA 28 January 2026 - 3 February 2026

Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia stock drops on OpenAI chip doubts as investors brace for earnings

Nvidia shares dropped 2.9% to $185.61 Tuesday morning after reports surfaced that OpenAI is unhappy with some of Nvidia’s newest AI chips and is exploring other options. OpenAI has reportedly looked into chips from Advanced Micro Devices and startups like Cerebras Systems and Groq. The focus is shifting toward “inference”—the real-time output of trained AI models. Nvidia claims its platform leads on inference, offering "the best performance and total cost of ownership at scale." Meanwhile, OpenAI CEO Sam Altman praised Nvidia’s chips as the “best AI chips in the world” and said OpenAI aims to stay a “gigantic customer.”
3 February 2026
·····
TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

Shares of Taiwan Semiconductor Manufacturing Co., Ltd. are set to draw attention when trading restarts Monday. Nvidia CEO Jensen Huang, speaking in Taipei, said he’ll need “a lot of wafers” from TSMC this year to fuel AI chip demand. For clarity, wafers are the silicon slices used in chip production. TSMC’s C.C. Wei declined to take questions, but Huang mentioned the company could boost capacity by “much more than 100%” over the next decade.
1 February 2026
·····
Nvidia stock price in focus after Huang vows a “huge” OpenAI investment ahead of Monday trade

Nvidia stock price in focus after Huang vows a “huge” OpenAI investment ahead of Monday trade

Nvidia shares head into the Feb. 2 session with fresh focus on OpenAI after CEO Jensen Huang said the chipmaker will make a “huge” investment and take part in CEO Sam Altman’s current funding round. “We will invest a great deal of money, probably the largest investment we’ve ever made,” Huang told reporters in Taipei, Taiwan. The stock closed down 0.7% at $191.13 on Friday.
1 February 2026
···
Nvidia stock heads into Monday after Huang touts ‘huge’ OpenAI investment

Nvidia stock heads into Monday after Huang touts ‘huge’ OpenAI investment

Nvidia shares head into next week with investors weighing CEO Jensen Huang’s weekend comments that the chipmaker plans a “huge” investment in OpenAI, even as he played down earlier talk of a nine-figure cheque. “We will invest a great deal of money, probably the largest investment we’ve ever made,” Huang told reporters in Taipei, adding of reports of a $100 billion figure: “No, no, nothing like that.”
31 January 2026
·
Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

Nvidia stock price in focus as CEO flags China H200 licence; OpenAI funding talks swirl

Nvidia shares edged up 0.2% to $191.94 late Thursday in New York, after trading between $186.08 and $193.41 earlier. CEO Jensen Huang, speaking in Taipei, said the “actual license” for the company’s H200 AI chip in China is “being finalised.” He added that Nvidia needs “orders” before it can coordinate supply with manufacturing partner TSMC and noted tight chip packaging capacity.
29 January 2026
···
1 … 8 9 10 11 12 … 26