Tuesday, February 3, 2026 at 4:50 AM
Nvidia’s OpenAI pivot puts Oracle’s accounting in the spotlight.
Nvidia CEO Jensen Huang has privately played down the likelihood the original deal will be finalized, although the two companies will continue to have a close collaboration.
Plus, China’s EV victory, 7 reasons teens say no to AI, trouble with the Nvidia-OpenAI megadeal and how AI is coming for Apple’s profit margins, in this edition of the Technology newsletter.
Plus, health insurers getting slammed
Plus, software stock bloodbath
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