Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.

OpenAI has been cozying up to the government for a few years now, and it’s been turbocharged under the Trump Presidency. Earlier this week, Altman announced ChatGPT Gov, a specialized version of its chatbot for government applications.

While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores. Many retailers received fairly low stock quantities, as Nvidia reportedly experienced manufacturing issues.

Jose Najarro has positions in Advanced Micro Devices, Marvell Technology, Microsoft, and Nvidia. The Motley Fool has p

When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market for graphics processing units (GPUs), so it was the right company at the right time to deliver monster returns to investors.

After spending years indiscriminately ripping off other people's work, OpenAI is trying to pin blame on Chinese AI startup DeepSeek.

DeepSeek, a Chinese AI startup, has rapidly ascended to prominence, challenging established AI chatbots like Google Gemini and ChatGPT. Its flagship AI model, R1, has achieved remarkable performance using significantly less computational power than its competitors.

OpenAI is in talks for an investment round to raise nearly $40 billion that would value the AI startup at up to $340 billion, the Wall Street Journal reported on Thursday.

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a half a trillion dollars in the first month of 2025 as banks and technology vendors vie to build out massive AI compute.

The president joined leaders from OpenAI, Oracle and SoftBank to launch the ambitious project, but questions remain about its implementation, offerings and timeline.