Google is leasing TPUs through its cloud platform, adding OpenAI to a growing list of external customers which includes Apple ...

Microsoft and Nvidia race to $4T, but Microsoft's AI strategy faces huge risks from its OpenAI feud, chip delays, and rising ...

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

Advanced Micro Devices (NASDAQ: AMD), and other semiconductor stocks. To learn more, check out the short video, consider ...

Alphabet's TPUs are another big potential growth driver. Nvidia's lead is massive, but if Alphabet can land a major customer ...

Nvidia Corporation shines as a Strong Buy with rising AI demand, 92% GPU share, and upcoming Blackwell chips poised to hit ...

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

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

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, ...

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

OpenAI has clarified that it has no active plans to use Google's in-house artificial intelligence chips, known as Tensor ...