Apple Just Overtook Nvidia — And It’s a Sign the AI Trade Is Rotating
For nearly a year, there’s been an easy answer to “who’s winning the AI boom”: Nvidia, whoever’s building the models, they all need Nvidia’s chips to do it. On Friday,…
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For nearly a year, there’s been an easy answer to “who’s winning the AI boom”: Nvidia, whoever’s building the models, they all need Nvidia’s chips to do it. On Friday,…
Just when OpenAI’s story of the summer looked like it would be the GPT-5.6 launch or a possible government equity stake, the company found itself on the other end of…