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.

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

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

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

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

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

OpenAI has reportedly begun using Google’s tensor processing units (TPUs) to power ChatGPT and other products. A report from ...

A recent report suggests that OpenAI could move away from using NVIDIA’s GPUs in favor of Google and its AI chips.

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

The move signals the first time OpenAI has used non-Nvidia chips meaningfully and shows the company's shift away from relying ...