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 ...

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

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

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

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

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

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

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

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

OpenAI has reportedly started using Google’s AI chips to reduce its dependence on Microsoft and Nvidia, which signals a shift ...

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