Google is leasing TPUs through its cloud platform, adding OpenAI to a growing list of external customers which includes Apple ...

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

AI has propelled the two companies toward an exclusive club, but Microsoft’s path forward is more complicated.

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

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

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

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

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

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

OpenAI has clarified that it has no active plans to use Google's in-house artificial intelligence chips, known as Tensor ...

In perhaps a shock to absolutely no one, semiconductor powerhouse Nvidia (NVDA-2.87%) is involved with a new data center for OpenAI. Let's dig into this deal and assess why it could be a game ...

Stargate, OpenAI’s initiative, in collaboration with partners such as Oracle and SoftBank Group, to allocate $500 billion ...