Advanced Micro Devices (NASDAQ: AMD), and other semiconductor stocks. To learn more, check out the short video, consider ...

Nvidia Corporation shines as a Strong Buy with rising AI demand, 92% GPU share, and upcoming Blackwell chips poised to hit ...

Seeking Alpha's daily roundup of statements and remarks that could impact the technology sector. Read more here.

There are some early signs that Nvidia's AI chip dominance could be cracking. Let's dig deeper to see how competition in the ...

April 17, 2025: OpenAI has released o3 and 04-mini, two reasoning AI models designed to be extra good at programming, math, ...

Although OpenAI says that it doesn’t plan to use Google TPUs for now, the tests themselves signal concerns about inference ...

Nvidia is currently the clear leader in AI infrastructure. The company started renting out its TPU chips earlier this year, ...

According to a new report from Reuters, ChatGPT maker OpenAI is turning away from Nvidia's AI chips for the first time.

OpenAI has revealed that it has ‘no active plans’ to use Google’s in-house chips (Tensor Processing Units, or TPUs) for its ...

OpenAI is now renting Google's AI chips to power ChatGPT, diversifying from its reliance on Microsoft's data centers and ...

OpenAI secures a massive 4.5 GW compute lease from Oracle for its Stargate project, signaling a huge leap in AI ...

While the chips being rented are not Google’s most advanced TPU models, the agreement reflects OpenAI’s efforts to lower ...