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OpenAI’s Wild, Wild $850 Billion Valuation

OpenAI aims to raise up to $100 billion, which could set its valuation at $850 billion. That is a massive amount for an unprofitable company that faces a bevy of new challenges.

Douglas A. McIntyre · 9 months ago

China Prepares to Wreck US AI Industry

There are three ways China is poised to leap ahead in artificial intelligence. The United States faces many headwinds in creating AI infrastructure.

Douglas A. McIntyre · 9 months ago

Amazon Set to Waste $10 Billion on OpenAI

Amazon reportedly plans to invest $10 billion into OpenAI, a firm swarmed by competition. Clearly, Amazon is trying to buy its way into the AI market.

Douglas A. McIntyre · 9 months ago

Gemini Could Lose Its Edge Over ChatGPT Fast

Many believe that Alphabet’s Gemini 3 is superior to OpenAI's ChatGPT. However, regulators may soon take away Alphabet’s biggest advantage.

Douglas A. McIntyre · 9 months ago

OpenAI’s $500 Billion Valuation Faces Huge Cut

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.

Douglas A. McIntyre · 10 months ago

Alphabet’s Best Day Ever

Alphabet jumped to the head of the AI pack with the release of Gemini 3. Its AI chips are providing a boost as well.

Douglas A. McIntyre · 10 months ago

How to Short the Entire AI Industry

An artificial intelligence sell-off could happen fast and has already begun. Here's how to get in on the fun and make money by shorting the AI industry.

Douglas A. McIntyre · 10 months ago

Softbank Dumps 100% of Nvidia Shares

Softbank has sold its entire Nvidia stake, suggesting it believes that the better part of the AI chip giant’s run-up is behind it.

Douglas A. McIntyre · 10 months ago

Nvidia’s Huang Admits a Defeat in China

Nvidia CEO Jensen Huang says there are no active discussions about selling high-end AI chips to China. Nvidia remains caught in the U.S.-China trade war, perhaps forever.

Douglas A. McIntyre · 10 months ago

Nvidia’s Huang Says China Will Win AI Race

Nvidia CEO Jensen Huang says China will win the artificial intelligence (AI) race. If he is correct about that, it is bad news for more than just Nvidia.

Douglas A. McIntyre · 10 months ago

Badly Crippled IBM Can’t Be Fixed

Layoffs at IBM will not help it lead in artificial intelligence. The company has a history of letting opportunities to lead slip away, and now it is no longer relevant.

Douglas A. McIntyre · 10 months ago