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Nvidia made $46.7 billion in Q2, but two secret customers brought in 39% of that cash! One gave 23%, the other 16%, up from just 25% last year. That’s a lot of eggs in two baskets. If these big buyers like maybe OpenAI, Google Amazon or Microsoft sl

windsurf sold for $3 Billion cursor now valued at $9 Billion windsurf bought by OpenAI OpenAi is an existing investor of cursor both are vsCode forks vsCode is owned by microsoft Microsoft owns 49% of OpenAi

🚨 Open AI is an Wrapper👀🤯 Hot take, but let’s break it down logically: OpenAI is not a full-stack AI company — it’s a high-level wrapper over Azure and NVIDIA. Here’s why that matters 👇 🔹 1. Infra Backbone = Microsoft Azure Almost 90%+ of Op

*OpenAI and Microsoft are dueling over AGI. These real-world tests will prove when AI is really better than humans.* ## Summary: - The article discusses the importance of achieving Artificial General Intelligence (AGI) for the partnership between Op

OpenAI's Massive Funding Round OpenAI, the AI powerhouse, is making big moves: • Raising $6.5B at a whopping $150B valuation 📈 • Nearly doubling previous $86B valuation • Seeking $5B credit line from banks 🏦 Who's in? • Thrive Capital leading •

𝗔𝗜 𝗳𝗲𝗲𝗹𝘀 𝗹𝗶𝗸𝗲 𝗮 𝗴𝗼𝗹𝗱 𝗿𝘂𝘀𝗵. 𝗕𝘂𝘁 𝗺𝗼𝘀𝘁 𝗺𝗶𝗻𝗲𝗿𝘀 𝗮𝗿𝗲 𝗯𝗿𝗼𝗸𝗲. Look where the money really goes: 1. You pay $200 for an AI app (like Cursor, Jasper, Lovable). 2. The startup sends $500 to OpenAI for API usage (most

STAY UPDATED ! Last month, reports came out indicating that OpenAI was on the verge of bankruptcy within a year, with projected losses of $5 billion. OpenAI will reportedly be bailed out of bankruptcy by Microsoft, Apple, and NVIDIA, and the compa

The Stargate Project : The Stargate Project is investing $500 billion over four years to build AI infrastructure for OpenAI in the U.S., starting with $100 billion. This initiative will bolster American AI leadership, create hundreds of thousands o

OpenAI and Microsoft: How Tensions Over AGI and Equity Threaten Their Partnership Read: https://orcus4ai.com/OpenAI-and-Microsoft-How-Tensions-Over-AGI-and-Equity-Threaten-Their-Partnership_ar=025

Microsoft is competing against it's closest AI partner OpenAI. What do you guys think about the future of OpenAI under the Microsoft's dominance?