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chatgpt.

Nvidia to resume China chip sales with U.S. backing while Alibaba launches new AI model to rival ChatGPT

July 15, 2025 3:29 pm

Nvidia just got its green light. After months of export restrictions, the company confirmed it will resume H20 GPU sales to China. The U.S. government assured Nvidia that licenses will be granted. CEO Jensen Huang met with President Trump last … Read more

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OpenAI just started using Google TPUs for ChatGPT. YouTube still out-earns Netflix. Waymo logs 250k paid rides a week. Tesla robotaxi? Still vapor. GOOGL at 19x P/E.

July 15, 2025 2:50 pmJune 29, 2025 12:30 pm

OpenAI just made a move that should have every chip investor paying attention. They are now renting Google’s TPUs to help run ChatGPT. That marks the first time OpenAI has meaningfully used non-Nvidia silicon. Until now, it was all Nvidia … Read more

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