To all the bears and bulls out

To all the bears and bulls out there debating $NVIDIA(NVDA)$ , do yourselves a favor and catch Jensen & Brad G's 100-minute podcast from last week. Even Jeff G admitted it's more insightful than any earnings call you'll ever hear - proper deep dive into the company's roadmap.

OpenAI Family Expanding: Is It A Blessing or A Curse?

OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.

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