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‘Big Short’ investor Michael Burry says Nvidia faces ‘serious competition,’ flags shake-up in AI stocks 0
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- August 19, 2026
Michael Burry has fired another shot at AI kingmaker Nvidia. The investor, who rose to fame in “The Big Short,” took aim at the Jensen Huang-led chipmaker in a new Substack post on Tuesday. This time, he flagged what he sees as “serious competition” for the GPU firm, pointing to reports about Etched, an AI
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OpenAI data center deal with Nvidia comes in $145 billion lower than reported—signaling concerns of artificial demand for chips | Fortune 0
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- August 18, 2026
What came first—the chicken or the egg? Or in AI’s case, the investment or the revenue? Nvidia is guaranteeing up to $105 billion for OpenAI’s planned data center campus in Pike County, Ohio, coming in lower than the roughly $250 billion guarantee it was considering, according to reporting by the Wall Street Journal and CNBC.
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Nvidia investing $1.5B in SoftBank data center developer behind OpenAI project | TechCrunch 0
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- August 17, 2026
Nvidia said on Monday that it will invest $1.5 billion in SB Energy, a data center linked to SoftBank and OpenAI. The investment ensures that Nvidia will be the sole supplier of compute infrastructure at OpenAI’s Ports-Pike data center near Cincinnati, Ohio. Nvidia will also provide up to $105 billion in credit to help build
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Tech workers may be better off selling their company stock 0
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- August 16, 2026
One of the oldest rules in tech pay still looks like one of the smartest. Levels.fyi, a company that tracks compensation across the industry, recently analyzed what would have happened to the same senior Microsoft software engineer pay package in two scenarios. In one, the employee sold their stock as it vested and reinvested the
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CoreWeave CEO Michael Intrator cites ‘sold out’ capacity as revenue more than doubles and backlog swells to $104 billion | Fortune 0
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- August 12, 2026
Neocloud provider CoreWeave’s revenue more than doubled in the second quarter, totaling $2.58 billion and topping analysts targets thanks to surging demand for its AI infrastructure services. “Our near-term capacity remains effectively sold out,” CEO Michael Intrator said on a call with analysts on Tuesday. Coreweave said its revenue backlog—deals that it has not billed
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Nvidia gets $500bn from major investors to develop AI infrastructure 0
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- August 11, 2026
Nvidia has teamed up with some of Wall Street’s largest banks and investors to raise $500bn (£370bn) in capital for artificial intelligence (AI) infrastructure. The chipmaker said it had struck deals with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, and that the investors were for the first time treating AI hardware and infrastructure, often
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