By Yahoo Finance Video
Publication Date: 2026-02-19 20:59:00
00:00 Host
Nvidia’s foray in CPUs stirring up chip competition with AMD and Intel, and OpenAI has a new eye watering funding round, but another story is gaining steam as well, and it goes hand in hand with CEO Sam Altman very nicely done by the producer there. To unpack all the headlines we’re calling in for tech support with Yahoo Finance’s Dan Howley. Dan we got a lot to discuss. Let’s start here. Nvidia, you have a new great story out. You say Nvidia is moving in on Intel and AMD’s turf. How so?
00:32 Dan Howley
They’re horning in on their on their corner. Basically, uh what’s going on here is yesterday or the other day there was this big announcement uh Tuesday where uh you know, Meta and Nvidia have a new kind of expanded deal. Millions of of GPUs, whether those are uh Blackwell or uh Ruben, didn’t give us a dollar number.
01:00 Dan Howley
Okay, you already had a deal. What what’s the difference?
01:03 Dan Howley
We’ll just leave that aside. One of the smaller notes though was that uh Meta is going to start using CPU only servers from Nvidia. Now, okay, CPU, that’s like the thing that powers this guy, right? Like it’s not a not a dedicated GPU. There’s no GPU in it at all. And that’s the thing that Nvidia is known for is these big beefy GPUs, not CPUs. That’s Intel’s game, that’s AMD’s game. But they’ve been putting CPUs into their big graphics uh uh servers, right? The big AI servers as part of it. You can’t have a…
