NVIDIA Corp

• Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market - As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
• Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand - Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
• Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter - Broadcom stock is near an all-time high and has climbed 75% so far in 2025.
• Oracle shares plummet 11% in premarket, dragging down AI stocks - Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.
• Oracle's stock slides 7% on revenue miss even as AI backlog soars - Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.
• ‘Greetings, earthlings’: Nvidia-backed Starcloud trains first AI model in space as orbital data center race heats up - The company's Starcloud-1 satellite is running Gemma, an open model from Google, marking the first time in history that an LLM has been trained in outer space.
• Trump's blessing of Nvidia AI chip sales to China gets a chilly reception from GOP - Trump said Chinese President Xi Jinping "responded positively" to the proposal to let Nvidia sell H200 AI chips on condition that the U.S. gets 25% of revenue.
• Nvidia can sell the more advanced H200 AI chip to China — but will Beijing want them? - Nvidia received the green light from the U.S. to sell its advanced H200 chip to China. But there are questions over whether Beijing will allow this to happen.
• From Llamas to Avocados: Meta's shifting AI strategy is causing internal confusion - Meta’s push to develop its next frontier model, codenamed Avocado, under new AI leadership is creating internal friction as it races rivals OpenAI and Google.
• U.S. uncovers scheme to reroute Nvidia GPUs worth $160 million to China despite export bans - Authorities have shut down yet another China-linked smuggling network for Nvidia's AI chips, according to a release from a U.S. Attorneys office.