South African Investor

OpenAI and Nvidia just launched the biggest AI bet in history!

Posted by | Oct 1, 2025 | , , , |

Think about the largest projects in the world – nuclear reactors, mega dams, oil pipelines. Now multiply them. That’s the scale of what OpenAI and Nvidia just announced on Monday. The two companies signed a letter of intent for a strategic partnership to build at least 10 gigawatts of AI infrastructure – with Nvidia investing up to $100 billion as the systems roll out. To put it in perspective: This is the largest AI infrastructure project ever attempted.

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The stock market Top 10 are running the show – but for how long?

Posted by | Sep 22, 2025 | , , , |

If you’ve felt like the US stock market has been carried on the shoulders of just a few giant companies, you’re not wrong. It’s kind of like watching a relay race where only a handful of runners are sprinting, while the rest are jogging in place. And the question many investors are asking is: how long can this go on?

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Google just dodged the breakup of the century – Here’s what it means for Big Tech!

Posted by | Sep 19, 2025 | , , , |

Last week, Alphabet (GOOGL) scored a landmark courtroom victory that will be remembered as one of the defining antitrust rulings of the decade. For months, Wall Street had been bracing for the worst: a forced breakup of Google’s empire. The US Justice Department painted the company as the “monopolist of monopolists”, arguing that its default search contracts, Chrome browser dominance, and Android stranglehold made it impossible for rivals to compete.

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Is Nvidia still a BUY after recent earnings?

Posted by | Sep 8, 2025 | , , , |

It’s no exaggeration to say Nvidia has become an engine of global growth. The company now accounts for 3.6% of global GDP growth, a larger footprint than the entire stock markets of the UK, France, or Germany. That kind of dominance means every earnings report isn’t just about one company – it’s a pulse check on the entire AI industry, and by extension, the broader market. The latest results once again showed breathtaking growth, but also a few warning signs.

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