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.

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

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.

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 ...

Nvidia CEO Jensen Huang said this week he expects “everybody’s jobs will be changed" by artificial intelligence.

While OpenAI may indeed eventually pursue custom silicon, it appears for now that the company's compute power relies heavily on data centers outfitted with Nvidia's GPUs.