GPT-5 is more than just a new chatbot; it's rewriting the playbook for enterprise AI OpenAI just released its latest version of ChatGPT, known as GPT-5. About three years ago, a little-known start-up called OpenAI sparked a generational shift across the technology ecosystem after it released ChatGPT. At its core, ChatGPT is a large language model (LLM) that allows users to input queries and test features including image generation, writing software code from scratch, or scraping the internet to answer basic ...

Investors can tap two hot trends with one stock.Bread is great. Meat -- or the vegetarian filling of your choice -- is great, too. But it was the Earl of Sandwich who married the two in the 1700s to create the sandwich as we know it.The race to integrate artificial intelligence (AI) and quantum computing doesn't require the ingenuity of an English nobleman. Today, tech leaders are racing to incorporate the two technologies to revolutionize computing abilities.While Nvidia (NVDA -2.26%) is often recognized a ...

Core Insights - Nebius Group is positioned as a key player in the AI infrastructure sector, focusing on providing infrastructure-as-a-service (IaaS) to support AI applications [3][8] - The company operates four segments, with its core business being IaaS, and has three subsidiaries involved in autonomous vehicles, data services for AI, and educational software [4][3] - Nebius is experiencing significant growth potential, with management projecting an annual recurring revenue (ARR) run rate increase from $249 million to between $750 million and $1 billion by year-end [8][9] Industry Context - Major cloud hyperscalers like Amazon, Microsoft, and Alphabet are investing heavily in AI, with over $300 billion expected to be spent on AI capital expenditures this year [2][9] - The overall infrastructure spending in the AI sector is forecasted to reach $6.7 trillion by the next decade, indicating strong long-term growth prospects for companies like Nebius [9] Company Strategy - Nebius is expanding its data center footprint with new projects in locations such as Iceland, Kansas City, and New Jersey, which will be equipped with advanced GPU architectures from Nvidia [8][9] - The company has established partnerships with Nvidia, allowing it to offer a variety of GPU architectures to its customers, enhancing its competitive position in the market [7][3] Market Position - Nebius is currently overshadowed by larger competitors like CoreWeave, which has a higher market capitalization and is gaining traction in the AI cloud infrastructure space [14][13] - Despite the competitive landscape, Nebius is seen as an under-the-radar opportunity for growth investors, with potential for strategic partnerships and deals in the AI sector [15][14]