OpenAI Jalapeño AI chip challenges Nvidia in inference

Nvidia‘s near-monopoly over the most advanced AI chips is under “threat” as OpenAI’s and other tech giants announce custom-built semiconductors, analysts told CNBC. Follow CNBC’s live coverage of Nvidia’s 2027 second-quarter earnings OpenAI announced that its first AI chip, the Jalapeño, had “industry-leading speed and efficiency,” as it unveiled the semiconductor on Tuesday. Google, AWS…

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Humanoid robots’ ChatGPT moment years away

XI’AN, CHINA – JULY 22: Wang Xingxing, founder of Unitree Robotics, speaks at the opening ceremony of the 2026 World Internet Conference Digital Silk Road Development Forum on July 22, 2026 in Xi’an, Shaanxi Province of China. Vcg | Visual China Group | Getty Images Humanoid robots may be a decade away from their “ChatGPT…

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Nvidia’s AI moat is shifting from chips to capital

NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in Taipei, Taiwan. Cheng Chia Huang | Getty Images Nvidia’s massive head start in artificial intelligence turned the chipmaker into the world’s most valuable company. Now, almost four years into the generative AI boom, competitors like Advanced Micro…

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AI infrastructure debt and leverage draw market scrutiny

As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI infrastructure, the increasingly complex financing underpinning the boom is coming under closer scrutiny. Hyperscalers and their financial backers are turning to bond markets, joint ventures, leases and other structures to fund an unprecedented infrastructure buildout. At the…

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