The database and cloud software company assured investors that NVIDIA and OpenAI's supposedly lofty deal won't help or hurt its business.

This is all to say that Micron may not surge 10x from here and become the "next Nvidia." However, given the secular tailwinds fueling its growth, I do think Micron is on the cusp of having an "Nvidia moment" and could experience another breakout.

By Max A. Cherney, Krystal Hu and Deepa Seetharaman SAN FRANCISCO, Feb 2 (Reuters) - OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives since last year,

Beijing reportedly approved the sale of hundreds of thousands of Nvidia H200 chips to Chinese AI companies—the culmination of a dramatic shift in US tech policy.

After tremendous gains, do Nvidia's revenue and stock price have room to run?

The chip giant deepens its partnership with CoreWeave to accelerate the buildout of massive AI data centers as artificial intelligence reshapes global power needs.

Nvidia purchased CoreWeave Class A common stock at $87.20 per share.

Advanced Micro Devices is swiftly becoming a major source of parallel processing power for hyperscalers.

Google and Amazon made billions of dollars in the AI chip business over the past year, showing other companies that Nvidia isn’t the only game in town.