AI•
Tech Giants Fuel Trillion-Dollar AI Infrastructure Race
Tech giants are investing trillions in AI infrastructure, with companies like Microsoft, Meta, and Oracle signing massive deals for data centers and cloud computing.
David Chen
David Chen is a senior technology and markets correspondent for Neurozzio, specializing in the semiconductor industry, corporate finance, and the business of artificial intelligence. He analyzes major deals and strategic shifts shaping the global tech landscape.
10 Articles
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Joined September 2025
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English
Areas of Expertise
Technology FinanceSemiconductor IndustryAI Business StrategyMarket Analysis
Latest Articles by David Chen
Investment•
Nvidia's Customer Investments Spark AI Bubble Debate
Nvidia's $100 billion investment in OpenAI is fueling debate over its practice of financing its own customers, raising concerns about an artificial AI bubble.
Investment•
Nvidia's Strategic Investments in AI Partners Explained
Nvidia is deploying its $57 billion cash reserve in a strategy to fund AI partners like OpenAI and CoreWeave, who then buy Nvidia's hardware, securing future demand.
Governance•
Nvidia's $100B OpenAI Deal Raises Shareholder Rights Questions
Nvidia's $100 billion investment in OpenAI, approved without a shareholder vote, is sparking debate about corporate governance and investor rights in the AI era.
Business Tech•
OpenAI and CoreWeave Expand Partnership to $22.4 Billion
OpenAI has expanded its partnership with cloud provider CoreWeave by $6.5 billion, bringing the total contract value to $22.4 billion for AI infrastructure.
Business Tech•
Microsoft Integrates Anthropic AI in Strategic Shift
Microsoft is integrating AI technology from Anthropic into its Microsoft 365 Copilot, signaling a strategic diversification beyond its primary partner, OpenAI.
Business Tech•
Nvidia Explores AI Chip Leasing Model Amid High Demand
Nvidia is reportedly exploring a chip leasing model with partners like OpenAI, a move that could shift AI hardware costs from large upfront purchases to subscriptions.
AI•
Nvidia and Alibaba Announce Major AI Partnership
Nvidia and Alibaba have formed a strategic partnership to integrate Nvidia's AI development tools into Alibaba's cloud platform for robotics and autonomous systems.
AI•
Nvidia Commits Up to $100 Billion for OpenAI Infrastructure
Nvidia has committed up to $100 billion to fund new OpenAI data centers, aiming to build at least 10 gigawatts of AI computing power for future models.
Business Tech•
Nvidia and OpenAI Announce Potential $100 Billion Deal
Nvidia and OpenAI have announced a framework for a potential $100 billion investment, but the deal's lack of specifics raises major questions about its feasibility.