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Earnings: Latest AI News

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Showing 1-2 of 2Results matching "Jensen Huang"

Last week

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Aug 25, 2026

Nvidia’s $105 Billion OpenAI Backstop Raises the Stakes for Rubin’s Autumn Debut

Wednesday’s results will be read as a test of a new, more exposed Nvidia: one that is both selling the hardware for AI buildouts and helping customers finance the infrastructure around it. Nvidia enters Wednesday’s earnings report with a bigger job than delivering another surge in chip sales. It then agreed to guarantee up to $105 billion for OpenAI’s 20-year lease of a large Ohio data center.

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August 2026

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Earnings Business

Aug 21, 2026

Micron’s Memory Boom Is Giving Nvidia’s AI Lead a New Counterweight

Nvidia’s platform scale and Micron’s sold-out HBM supply both point to an intense infrastructure cycle. The unresolved question is whether Micron’s contract terms can preserve its gains if memory supply catches up. The AI infrastructure buildout is producing two different forms of leverage.

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