NVIDIA

Technology

Will MANGO Inherit Magnificent 7’s Market Dominance?

Photo illustration by Connor Lin / The Daily Upside

Change is the universal constant and even the Magnificent 7, being reshaped by AI upheaval, isn’t immune. Here’s what you should know.

4 min read

Photo via JOHN ANGELILLO/UPI/Newscom

Artificial Intelligence

Nvidia Partnership Hints at Big Ambitions for Former OpenAI Tech Chief’s Startup

The startup struck a “multiyear strategic partnership” with Nvidia, which also made a “significant investment,” the two announced Tuesday.

2 min read
Photo via Florian Gaertner/IMAGO/BMF/Newscom

Artificial Intelligence

OpenAI Wins Pentagon Work as Altman Tries to Square Circular Deals after Raising $110B

Backing from Nvidia and Amazon made it the latest circular deal, in which money-losing AI startups are being financed by their own customers.

2 min read
Photo via Lance Jording/ZUMAPRESS/Newscom

Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

2 min read

Artificial Intelligence

AMD Pops on Meta Deal that Squares with AI Sector’s Transaction Loop

Photo via WANG GANG/FEATURECHINA/Newscom

Transactions like these, where the interests of suppliers, customers and investors all seem to become one big loop, raise plenty of eyebrows.

2 min read

Artificial Intelligence

The $5 Trillion Question: Can Humanoid Robots Handle Jobs as Well as People?

Photo via Christopher Trim/Cal Sport Media/Newscom

Sure, these robots walk like humans and some talk like humans. But can they really perform in the workplace like humans?

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Dragon Claws via iStock

Artificial Intelligence

Dan Ives: Trillions in AI Spending Are Just the Start of ‘Fourth Industrial Revolution’

Dan Ives has traveled more than 3 million miles over 25 years, touring data centers, and meeting CEOs and CIOs where AI is being built.

4 min read
Photo via Kyodo/Newscom

Semiconductors

Does Anyone Care About Nvidia’s CES Breakthroughs?

The official unveiling of Nvidia’s new chip architecture, dubbed the Vera Rubin, wasn’t expected until later this spring.

2 min read
Photo via imageBROKER/Christian Ohde/Newscom

Artificial Intelligence

Bubble Fears Not Spoiling Billion-Dollar AI Buildout Plans in ’26 … Yet

With an estimated half a million workers needed to fill the construction industry’s labor shortages, AI investments this year may get stalled.

2 min read

Advisor Upside

Advisors Target Diversification in 2026 Strategies as Mag 7 Risk Rises

Photo by JESHOOTS.COM via Unsplash

Reducing exposure to top tech stocks such as Alphabet, Nvidia and Tesla and keeping an eye on valuations are among advisors’ top priorities.

4 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.