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

Nvidia has used its ballooning fortunes to invest in over 80 AI startups. Here are the giant semiconductor's largest ...