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 ...

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

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

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

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

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

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

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 ...

Stargate — OpenAI’s project with partners including Oracle and SoftBank Group Corp. to invest $500 billion in AI ...