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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.
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, ...
OpenAI has reportedly begun using Google’s tensor processing units (TPUs) to power ChatGPT and other products. A report from ...
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 ...
A recent report suggests that OpenAI could move away from using NVIDIA’s GPUs in favor of Google and its AI chips.
OpenAI, the creator of ChatGPT, is now utilizing Google's AI chips, diversifying its suppliers beyond Nvidia. This move, ...
According to a new report from Reuters, ChatGPT maker OpenAI is turning away from Nvidia's AI chips for the first time.
OpenAI is now renting Google's AI chips to power ChatGPT, diversifying from its reliance on Microsoft's data centers and ...
OpenAI has begun renting Google’s TPUs via Google Cloud, marking its first major use of non-Nvidia chips. This move aims to ...
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