OpenAI, which ushered in the AI era, and NVIDIA, the dominant player in AI semiconductors, are facing strong challenges from competitors. Next-generation AI models surpassing the performance of GPT-5 are emerging rapidly,

Challenges to OpenAI’s $500 billion valuation are mounting. New investors may be cutting that valuation before they invest, affecting what OpenAI is ultimately worth.

Nvidia made waves earlier this year when it announced a $100 billion investment in OpenAI, which will use 10 gigawatts worth of the company's systems. But its quarterly filing underscores that announcing something doesn't guarantee it will actually happen.

Discover how OpenAI’s 'Code Red,' vendor-financed AI growth, and new competition may impact equity markets. Read what investors need to know.

OpenAI CEO Sam Altman has issued a "code red" alert to employees to improve ChatGPT, according to The Wall Street Journal

Two months after Nvidia and OpenAI unveiled their eyepopping plan to deploy at least 10 gigawatts of Nvidia systems—and up to $100 billion in investments—the chipmaker now admits the deal isn’t actually final.

Wall Street just picked its fighter, and it isn’t OpenAI, Nvidia, or Tesla. It’s Google. Since the Gemini 3 release on November 18, investors have been rotating hard into Alphabet stock, sending it up nearly 30% this quarter,

Nvidia’s competition is Amazon’s new Trainium 3 AI chips, which the e-commerce company launched for customers on Tuesday. Although Amazon said its chips can reduce the cost of