Jim Cramer questioned OpenAI's CFO Sarah Friar about potential slowdowns in AI infrastructure spending due to safety concerns. Friar emphasized that OpenAI will continue investing based on strong returns, signaling ongoing spending that benefits companies like NVIDIA, AMD, Broadcom, Arista Networks, Vertiv, and Eaton. NVIDIA and AMD are leading beneficiaries with significant revenue growth tied to OpenAI's AI compute needs. The CFO also highlighted OpenAI's rapid ad revenue growth and pricing strategies that boost demand. Continued investment depends on ROI, with delays potentially signaling reduced spending for these tech firms.
As of Sep 18, 2026 02:31 WIB, key AI-related tech stocks show positive momentum on Pluang. Nvidia (NVDA) leads with a 2.75% gain, trading at USD 219.79 and a market cap of $5.17T, reflecting strong investor interest. Broadcom (AVGO) and Eaton (ETN) also rise by 2.58% and 3.04% respectively, with Eaton seeing 100% buy activity on Pluang. The notable 3.04% increase in Eaton highlights continued confidence in AI infrastructure-linked companies amid ongoing investment discussions.
NVIDIA reported a 105.8% year-over-year revenue increase to $96.22 billion in Q2 fiscal 2027, driven largely by its Data Center segment. Despite six consecutive earnings beats and a 26.45% rise in shares this year, the stock often falls after earning...
Microsoft launched the Surface Laptop Ultra, its most powerful laptop ever, powered by Nvidia's new RTX Spark CPU instead of Intel processors. This marks a significant shift as Intel, which still dominates PC chips by volume, loses the top-tier marke...
QAIX, a Quantum Computing & AI Alliance based in Manhattan, has opened its global membership program offering companies and tech leaders access to a global network, office spaces in major cities including New York, and resources from NVIDIA and IBM. ...
In the last quarter, Nvidia reported earnings approximately double those of Apple, highlighting its strong financial performance. Despite this, Nvidia's stock price is only about 20% higher than Apple's, suggesting the market may be valuing the two c...
Microsoft revealed the specs and pricing for its new AI-focused Surface Laptop Ultra, starting at $2,600, and the Surface RTX Spark Dev Box workstation priced from $6,000. Both devices use Nvidia's RTX Spark chip to run AI models locally and come wit...
