Nvidia or OpenAI: Who will take the crown?

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The infinitesimal has arrived.

Yahoo Finance's 11th yearly Company of the Year grant victor (Walmart (WMT) won past year) volition beryllium revealed unrecorded connected the Opening Bid Unfiltered podcast connected Monday astatine 7:30 americium ET. You tin perceive to it connected Spotify, Amazon, and Apple Music. Or ticker unrecorded connected YouTube and here.

It won't beryllium maine successful beforehand of a ample achromatic mic successful casual apparel and a elephantine brace of cushioned headphones. I'll beryllium one-on-one with 1 of the astir influential radical successful the tech manufacture contiguous — that's however we rotation here.

And that's each I tin accidental for now, my friends! But I volition flip you these teensy bones.

The conflict to unafraid our apical newsroom grant is down to two: Jensen Huang-led Nvidia (NVDA) and Sam Altman's OpenAI (OPAI.PVT).

If Nvidia wins, it volition beryllium the archetypal clip a institution has won our grant doubly — we gave the grant to the past mostly gaming spot institution backmost successful 2016. If OpenAI wins, it volition beryllium the archetypal clip we person fixed this grant to a backstage company.

So, the stakes are high! I americium anxious to perceive who you deliberation won and why. Hit maine up connected X astatine @BrianSozzi oregon connected LinkedIn.

Both of these companies are astatine the precise halfway of the AI commercialized this year. (Sorry, it's not you, Oracle (ORCL), contempt what you pitched connected the net telephone this week.) And each could easy beryllium viewed arsenic the winner.

Each institution has undeniably led the marketplace communicative for investors successful 2025 — sometimes astatine the aforesaid time. When these companies announced large deals oregon their personage CEOs made bullish comments connected AI, stocks popped. When they said oregon did thing cautionary, stocks got hit.

Second, some companies secured scores of new, transformational deals with ample nationalist companies. Nvidia took a involvement successful Intel (INTC)! This is inactive chaotic to me, though erstwhile Intel CEO Pat Gelsinger tells maine it's not arsenic brainsick arsenic you would think. OpenAI seemingly did elephantine deals each week, including 1 that whitethorn marque it a large shareholder successful Advanced Micro Devices (AMD).

The Yahoo Finance squad is excited to bring you this peculiar time of awards sum connected Monday. I committedness you won't beryllium disappointed.

Brian Sozzi is Yahoo Finance's Executive Editor and a subordinate of Yahoo Finance's editorial enactment team. Follow Sozzi connected X @BrianSozzi, Instagram, and LinkedIn. Tips connected stories? Email [email protected].

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