October Effect Ltd increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 13.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 11,506 shares of the social networking company's stock after purchasing an additional 1,384 shares during the quarter. Meta Platforms makes up approximately 9.3% of October Effec...
October Effect Ltd increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 13.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 11,506 shares of the social networking company's stock after purchasing an additional 1,384 shares during the quarter. Meta Platforms makes up approximately 9.3% of October Effect Ltd's portfolio, making the stock its 3rd biggest holding. October Effect Ltd's holdings in Meta Platforms were worth $8,450,000 at the end of the most recent reporting period. Get Meta Platforms alerts: Sign Up Several other institutional investors have also bought and sold shares of META. Brighton Jones LLC raised its stake in Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock valued at $20,230,000 after acquiring an additional 570 shares during the period. Revolve Wealth Partners LLC grew its stake in Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock valued at $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd raised its holdings in Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock valued at $86,454,000 after acquiring an additional 112,000 shares during the period. Kavar Capital Partners Group LLC lifted its position in shares of Meta Platforms by 3.6% during the second quarter. Kavar Capital Partners Group LLC now owns 2,383 shares of the social networking company's stock worth $1,759,000 after acquiring an additional 82 shares in the last quarter. Finally, HB Wealth Management LLC lifted its position in shares of Meta Platforms by 0.5% during the second quarter. HB Wealth Management LLC now owns 74,891 shares of the social networking company's stock worth $55,277,000 after acqui...
Investment House LLC trimmed its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 159,623 shares of the social networking company's stock after selling 7,065 shares during the quarter. Meta Platforms makes up 5.6% of Investment House LLC's...
Investment House LLC trimmed its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 159,623 shares of the social networking company's stock after selling 7,065 shares during the quarter. Meta Platforms makes up 5.6% of Investment House LLC's holdings, making the stock its 2nd biggest position. Investment House LLC's holdings in Meta Platforms were worth $117,224,000 as of its most recent filing with the Securities & Exchange Commission. Get Meta Platforms alerts: Sign Up Other large investors also recently modified their holdings of the company. International Assets Investment Management LLC raised its holdings in shares of Meta Platforms by 2.4% in the 3rd quarter. International Assets Investment Management LLC now owns 17,672 shares of the social networking company's stock worth $12,716,000 after purchasing an additional 420 shares during the period. Global Assets Advisory LLC raised its stake in shares of Meta Platforms by 41.7% in the third quarter. Global Assets Advisory LLC now owns 6,837 shares of the social networking company's stock valued at $5,021,000 after buying an additional 2,012 shares during the period. Biltmore Family Office LLC lifted its position in shares of Meta Platforms by 247.4% during the 3rd quarter. Biltmore Family Office LLC now owns 11,537 shares of the social networking company's stock valued at $8,472,000 after buying an additional 8,216 shares during the last quarter. October Effect Ltd grew its stake in shares of Meta Platforms by 13.7% during the 3rd quarter. October Effect Ltd now owns 11,506 shares of the social networking company's stock worth $8,450,000 after acquiring an additional 1,384 shares during the period. Finally, GDS Wealth Management increased its holdings in Meta Platforms by 2.5% in the 3rd quarter. GDS Wealth Management now owns 29,125 shares of the social n...
Sagespring Wealth Partners LLC increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 13.1% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 36,381 shares of the social networking company's stock after acquiring an additional 4,209 shares during the period. Sagespring Wealth Partners LLC's holdi...
Sagespring Wealth Partners LLC increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 13.1% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 36,381 shares of the social networking company's stock after acquiring an additional 4,209 shares during the period. Sagespring Wealth Partners LLC's holdings in Meta Platforms were worth $26,717,000 as of its most recent SEC filing. Get Meta Platforms alerts: Sign Up A number of other large investors also recently bought and sold shares of META. Brighton Jones LLC lifted its position in shares of Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock valued at $20,230,000 after buying an additional 570 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock worth $5,537,000 after buying an additional 875 shares during the last quarter. Headwater Capital Co Ltd increased its stake in Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after buying an additional 112,000 shares in the last quarter. Kavar Capital Partners Group LLC raised its holdings in shares of Meta Platforms by 3.6% during the second quarter. Kavar Capital Partners Group LLC now owns 2,383 shares of the social networking company's stock valued at $1,759,000 after acquiring an additional 82 shares during the last quarter. Finally, HB Wealth Management LLC lifted its position in shares of Meta Platforms by 0.5% in the second quarter. HB Wealth Management LLC now owns 74,891 shares of the social networking company's stock valued at $55,277,000 after acquiring an additional 342 shares in the last quarter. Institutional investors ...
AEGON ASSET MANAGEMENT UK Plc trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 799,616 shares of the information services provider's stock after selling 16,430 shares during the quarter. Alphabet account...
AEGON ASSET MANAGEMENT UK Plc trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 799,616 shares of the information services provider's stock after selling 16,430 shares during the quarter. Alphabet accounts for 2.3% of AEGON ASSET MANAGEMENT UK Plc's portfolio, making the stock its 9th largest position. AEGON ASSET MANAGEMENT UK Plc's holdings in Alphabet were worth $194,698,000 at the end of the most recent reporting period. Get Alphabet alerts: Sign Up Other hedge funds also recently modified their holdings of the company. BankPlus Wealth Management LLC grew its stake in shares of Alphabet by 1.2% during the 3rd quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider's stock worth $766,000 after acquiring an additional 37 shares in the last quarter. Cedar Mountain Advisors LLC lifted its stake in Alphabet by 11.8% in the third quarter. Cedar Mountain Advisors LLC now owns 370 shares of the information services provider's stock valued at $90,000 after acquiring an additional 39 shares during the last quarter. Higgins & Schmidt Wealth Strategies LLC lifted its stake in Alphabet by 2.2% in the 3rd quarter. Higgins & Schmidt Wealth Strategies LLC now owns 1,818 shares of the information services provider's stock valued at $443,000 after purchasing an additional 40 shares during the last quarter. Hartmann Taylor Wealth Management LLC lifted its position in shares of Alphabet by 2.3% in the third quarter. Hartmann Taylor Wealth Management LLC now owns 1,813 shares of the information services provider's stock valued at $442,000 after buying an additional 40 shares during the last quarter. Finally, Riverbend Wealth Management LLC lifted its holdings in Alphabet by 1.0% during the 3rd quarter. Riverbend Wealth Management LLC now owns 4,198...
BAM Wealth Management LLC purchased a new stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 1,933 shares of the social networking company's stock, valued at approximately $1,420,000. Meta Platforms makes up about 1.1% of BAM Wealth Manag...
BAM Wealth Management LLC purchased a new stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 1,933 shares of the social networking company's stock, valued at approximately $1,420,000. Meta Platforms makes up about 1.1% of BAM Wealth Management LLC's investment portfolio, making the stock its 19th biggest position. Get Meta Platforms alerts: Sign Up Other large investors have also recently bought and sold shares of the company. Goldstone Financial Group LLC lifted its stake in shares of Meta Platforms by 44.4% in the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company's stock worth $2,756,000 after buying an additional 1,153 shares during the last quarter. Diversify Advisory Services LLC lifted its position in Meta Platforms by 10.4% during the 2nd quarter. Diversify Advisory Services LLC now owns 55,431 shares of the social networking company's stock worth $43,790,000 after acquiring an additional 5,224 shares during the last quarter. CW Advisors LLC boosted its holdings in Meta Platforms by 27.8% during the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company's stock valued at $130,467,000 after acquiring an additional 38,432 shares during the period. Sequoia Financial Advisors LLC grew its position in shares of Meta Platforms by 11.0% in the second quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company's stock valued at $155,387,000 after purchasing an additional 20,912 shares during the last quarter. Finally, Stephens Inc. AR increased its stake in shares of Meta Platforms by 5.6% in the second quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company's stock worth $62,507,000 after purchasing an additional 4,473 shares during the period. 79.91% of the stoc...
The son of Norway’s crown princess pleaded not guilty on Tuesday to four counts of rape at the opening of a trial that has embarrassed the royal family. Marius Borg Hoiby, Crown Princess Mette-Marit’s 29-year-old son from a relationship before her marriage to Crown Prince Haakon, stood and muttered a negative response when asked to enter a plea to the four counts of rape. Clad in green trousers an...
The son of Norway’s crown princess pleaded not guilty on Tuesday to four counts of rape at the opening of a trial that has embarrassed the royal family. Marius Borg Hoiby, Crown Princess Mette-Marit’s 29-year-old son from a relationship before her marriage to Crown Prince Haakon, stood and muttered a negative response when asked to enter a plea to the four counts of rape. Clad in green trousers and a green jumper, wearing bold glasses and earrings, Hoiby remained expressionless as his trial got under way. Advertisement Hoiby faces a total of 38 charges, including assaulting ex-girlfriends and a serious drug offence in addition to the four counts of rape, and risks up to 16 years in prison if found guilty. He pleaded guilty to some of the more minor offences. Marius Borg Hoiby (right) next to his mother, Norwegian Crown Princess Mette-Marit, as they attend a garden party in 2016. Photo: AFP He was arrested again on Sunday evening on suspicion of assault, making threats with a knife and violating a restraining order, and was remanded in custody for four weeks.
Having rubbished the health ministry’s figures, they are now saying what matters is the civilian-to-militant ratio. See that for what it is Israel’s official and unofficial spokespeople are in damage control mode after a senior military official admitted last week that Israel accepts the death toll published by Gaza’s health ministry, which currently stands at more than 70,000. This comes after tw...
Having rubbished the health ministry’s figures, they are now saying what matters is the civilian-to-militant ratio. See that for what it is Israel’s official and unofficial spokespeople are in damage control mode after a senior military official admitted last week that Israel accepts the death toll published by Gaza’s health ministry, which currently stands at more than 70,000. This comes after two years in which Israel and its supporters took every opportunity to disparage and dismiss the health ministry’s figures, arguing that they were overblown or fabricated by Hamas. That prestigious list of repudiators, to name just a few , includes spokespeople for Israel’s government and military , then-US president Joe Biden , US Congress , the Anti-Defamation League (ADL) chief Jonathan Greenblatt , the American Israel Public Affairs Committee ( Aipac ) and any number of talking heads at influential thinktanks and policy centres. Adding credibility to their denials were prominent media outlets around the world that often described Gaza’s health ministry as “Hamas-run”, thereby encouraging readers and viewers to treat the death toll with suspicion. Ben Reiff is deputy editor at +972 magazine Continue reading...
The energy sector is chock-full of high-yield stocks to boost your passive income stream. After drastically underperforming the S&P 500 (^GSPC +0.54%) in 2025, energy stocks are roaring higher in 2026. Oil prices are on the rise again after hitting five-year lows in mid-December 2025, geopolitical tensions are heating up, and some investors are rotating out of growth stocks to value and dividend-f...
The energy sector is chock-full of high-yield stocks to boost your passive income stream. After drastically underperforming the S&P 500 (^GSPC +0.54%) in 2025, energy stocks are roaring higher in 2026. Oil prices are on the rise again after hitting five-year lows in mid-December 2025, geopolitical tensions are heating up, and some investors are rotating out of growth stocks to value and dividend-focused sectors. A good way to get general exposure to a theme or sector is through an exchange-traded fund (ETFs). Here's why the Vanguard Energy ETF (VDE 1.85%), Energy Select Sector SPDR ETF (XLE 1.96%), and the SPDR S&P 500 Oil & Gas Exploration and Production ETF (XOP 3.19%) are excellent choices for investors looking to put $2,000 to work in the energy sector. Two low-cost ETFs for broad sector coverage The Vanguard Energy ETF and the Energy Select Sector SPDR ETF are almost identical. The former is run by investment management firm Vanguard, while State Street operates the Energy Select Sector ETF. The Vanguard ETF has a slightly higher expense ratio at 0.09%, compared to 0.08% for the State Street fund. But both are lower than BlackRock's iShares U.S. Energy ETF, which is similar but charges a 0.38% expense ratio. As for holdings, both funds are dominated by three stocks -- ExxonMobil (XOM 2.12%), Chevron (CVX 1.53%), and ConocoPhillips (COP 2.33%), which make up 44.1% of the Vanguard ETF and 48.6% of the Energy Select Sector ETF. Since the rest of their holdings outside the top three are also very similar, both funds also have nearly identical dividend yields, with 3.1% for the Vanguard ETF and 3.3% for the State Street fund. All told, both funds are good choices for investors looking for general exposure to the U.S. energy sector, with a portfolio built around integrated majors ExxonMobil and Chevron and upstream giant ConocoPhillips. Expand NYSEMKT : VDE Vanguard World Fund - Vanguard Energy ETF Today's Change ( -1.85 %) $ -2.66 Current Price $ 141.13 Key Data Poi...
Cuban Missile Crisis 2.0? ...May Involve Russian Drones With Crosshairs On US Homeland A Russian military-focused Telegram channel, Rybar, published an assessment that warned President Donald Trump's gunboat diplomacy and the re-posturing of the U.S. Department of War toward the Western Hemisphere could generate drone threat risks to the US Homeland "Given how the Americans are acting now, the mai...
Cuban Missile Crisis 2.0? ...May Involve Russian Drones With Crosshairs On US Homeland A Russian military-focused Telegram channel, Rybar, published an assessment that warned President Donald Trump's gunboat diplomacy and the re-posturing of the U.S. Department of War toward the Western Hemisphere could generate drone threat risks to the US Homeland "Given how the Americans are acting now, the main question is not whether the United States will strike Cuba, but when and how it will do so. Cuba, along with Venezuela and Nicaragua, has long stood as an anti-American stronghold in the Caribbean region, and after the takeover of Maduro, U.S. interest has increased," Rybar wrote on its Telegram channel. Rybar then laid out a scenario that, to us, suggests a Cuban Missile Crisis 2.0 in the making, in which it asked: "But what would the Cubans do in the event of a conflict? Let us hypothetically imagine that Havana decides to resist the Americans and chooses to fight. In that case, the already world-famous Geran strike drones could come to their aid." Russia may deploy Geranium strike drones in Cuba, a move that could reshape deterrence and force Trump to reconsider his options. pic.twitter.com/ujYKnqzcAf — Rybar in English (@rybar_en) January 30, 2026 To bring readers up to speed, Russian-made Geranium drones are a family of long-range loitering munitions, most commonly referring to the Geran-2, which is a version of Iran's Shahed-136. We have detailed how Russia has established domestic manufacturing plants to ramp up production, as well as the next iteration of these drones ( read here ). The Geran-2 has a range of roughly 1,500 to 2,000 kilometers, carries a 30- to 50-kg high-explosive warhead, and is cheaper to produce than cruise missiles. One distinctive signature Ukrainians have learned to recognize is its sound: the drones are often described as lawn mowers in the sky. Rybar noted the potential strike radius of the Geran-2 if such systems were positioned in Cuba, ...
SoftBank Corp, through its subsidiary Saimemory, and Intel Corporation announced a strategic partnership to develop Z-Angle operation memory technology for AI data centers. The technology provides higher capacity, greater bandwidth, and significantly lower power consumption than conventional memory solutions to address surging demand for high-speed, energy-efficient memory. The collaboration targe...
SoftBank Corp, through its subsidiary Saimemory, and Intel Corporation announced a strategic partnership to develop Z-Angle operation memory technology for AI data centers. The technology provides higher capacity, greater bandwidth, and significantly lower power consumption than conventional memory solutions to address surging demand for high-speed, energy-efficient memory. The collaboration targets memory needs in AI data centers, where generative AI models require handling massive data throughput while controlling energy costs. High-performance memory represents a critical bottleneck in AI computing, as larger and more complex models demand advanced systems. SoftBank states the new technology addresses these requirements directly through its design specifications. SoftBank Corp operates as the primary publicly listed unit of SoftBank Group Corp. This announcement extends the relationship between SoftBank Group and Intel, following the group’s mid-2025 agreement to invest $2 billion in the U.S. chipmaker. That investment reflects SoftBank’s confidence in Intel’s position within the global semiconductor and AI ecosystem. Stay Ahead of the Curve! Don't miss out on the latest insights, trends, and analysis in the world of data, technology, and startups. Subscribe to our newsletter and get exclusive content delivered straight to your inbox. Subscribe Now For Intel, the partnership occurs amid efforts to bolster its chip portfolio and build momentum in the competitive AI hardware market. Competitors have pursued AI-related demand aggressively, particularly in data center accelerators and memory solutions. Intel contributes its next-generation DRAM bonding initiative to the effort, enabling advances in memory architecture. Under the agreement, Saimemory utilizes Intel’s advanced DRAM bonding technology for developing and testing prototypes of the Z-Angle operation memory chips. The companies set early 2028 as the target for initial prototypes. This process aims to demons...
Family Office Research LLC increased its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 429.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,539 shares of the electric vehicle producer's stock after buying an additional 3,682 shares during the period. Tesla comprises approximately 0.9% ...
Family Office Research LLC increased its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 429.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,539 shares of the electric vehicle producer's stock after buying an additional 3,682 shares during the period. Tesla comprises approximately 0.9% of Family Office Research LLC's holdings, making the stock its 20th largest holding. Family Office Research LLC's holdings in Tesla were worth $2,019,000 at the end of the most recent quarter. A number of other hedge funds also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its stake in Tesla by 11.8% in the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock worth $35,509,000 after buying an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Tesla by 21.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock valued at $2,147,000 after acquiring an additional 931 shares in the last quarter. Bison Wealth LLC grew its holdings in Tesla by 52.2% in the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock worth $4,187,000 after purchasing an additional 3,558 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Tesla by 9.1% during the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock worth $3,855,000 after purchasing an additional 1,011 shares in the last quarter. Finally, AGP Franklin LLC lifted its holdings in shares of Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock valued at $1,544,000 after purchasing an additional 851 shares during the last quarter. 66.20% of the stock is owne...
Jones Financial Companies Lllp boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 24.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 199,782 shares of the semiconductor company's stock after purchasing an additional 39,665 shares during the quarter. Jones Financial Companies Lllp's hol...
Jones Financial Companies Lllp boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 24.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 199,782 shares of the semiconductor company's stock after purchasing an additional 39,665 shares during the quarter. Jones Financial Companies Lllp's holdings in Taiwan Semiconductor Manufacturing were worth $54,622,000 at the end of the most recent quarter. Other large investors have also recently made changes to their positions in the company. Jennison Associates LLC raised its stake in Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company's stock valued at $2,728,478,000 after buying an additional 2,537,760 shares during the last quarter. Brown Advisory Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 43.2% during the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company's stock valued at $1,506,389,000 after acquiring an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of Taiwan Semiconductor Manufacturing by 109.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company's stock worth $798,640,000 after purchasing an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its stake in Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company's stock worth $566,152,000 after purchasing an additional 1,820,852 shares in the last quarter. Finally, Alliancebernstein L.P. grew its position in Taiwan Semiconductor Manufacturing by 18.0% duri...
OpenAI ( OPENAI ) is not satisfied with some of Nvidia's ( NVDA ) latest AI chips, and it has sought alternatives since last year, Reuters reported, citing people with knowledge of the matter. OpenAI's shift in strategy is over a growing emphasis on chips used to perform specific elements of AI inference. Nvidia remains dominant in chips for training large AI models, while inference is a new front...
OpenAI ( OPENAI ) is not satisfied with some of Nvidia's ( NVDA ) latest AI chips, and it has sought alternatives since last year, Reuters reported, citing people with knowledge of the matter. OpenAI's shift in strategy is over a growing emphasis on chips used to perform specific elements of AI inference. Nvidia remains dominant in chips for training large AI models, while inference is a new front in the competition, the report added . AI inference is the process where a trained AI model uses its learned knowledge to analyze new, unseen data and make predictions, decisions, or generate outputs. "We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time," said OpenAI's CEO Sam Altman in a post on X. "I don't get where all this insanity is coming from." Nvidia and OpenAI did not immediately respond to a request for comment from Seeking Alpha. The move by OpenAI and others to search for alternatives in the inference chip market marks a test of Nvidia’s AI dominance and comes at a time when the two companies are in investment discussions, the report noted. In September 2025, Nvidia noted that it intends to invest up to $100B in Microsoft ( MSFT )-backed OpenAI ( OPENAI ) progressively to build and deploy at least 10 gigawatts of AI data centers with Nvidia systems. However, on Friday, it was reported that the investment plan stalled after some insiders within Nvidia expressed doubts about the agreement. Nvidia's CEO Jensen Huang had privately told business associates that the original agreement was not binding and finalized. Reportedly, over the weekend, Huang said the company’s proposed $100B investment in OpenAI was “never a commitment” and that the AI chipmaker would consider any funding rounds “one at a time." Huang added that Nvidia's contribution to OpenAI’s current funding round would not approach $100B. But he noted that "We will invest a great deal of money, probably the largest investment w...