Nvidia has moved from selling chips to helping finance the AI build-out. With neocloud providers under market pressure, some investors think the company has taken on outsized risk.
Brave, which markets itself as a private browser, has also been selling access to its search index to AI assistants. The business sits in a legal grey zone and raises questions about how far its privacy promises hold once queries pass through a third-party chatbot.
Tesla would cover about $830 million of the expansion of a Samsung Electro-Mechanics plant in Sejong, South Korea. In return it would receive, from 2029 to 2033, the substrates that link its AI chips to the rest of the electronics in its self-driving cars and Optimus robot.
Falling share prices, withdrawn IPOs and wider spreads on credit default swaps marked the week for AI infrastructure players. The strain sets the stage for upcoming earnings from the big cloud providers.
Tomek Korbak, Mikita Balesni and Jasmine Wang, the three safety researchers OpenAI fired, deny sharing confidential information and link their dismissal to their push for AI systems that are easier to scrutinise. They say OpenAI never told them in writing which information they supposedly mishandled.
Worries about AI funding have shaken Wall Street, and the rotation out of AI stocks has lifted several defensive holdings in CNBC's Investing Club portfolio.