The maker of ChatGPT and Sora wants to control its destiny, which means controlling the hardware that runs its software.

Nvidia CEO Jensen Huang recently described investments in OpenAI as “the smartest investments we can possibly imagine,” ...

Nvidia has created a wide moat through its ecosystem. The company should continue to be a big beneficiary from increasing ...

OpenAI’s agreements to buy chips from Advanced Micro Devices Inc. and Broadcom Inc. are demonstrating how much room the ...

NVIDIA's ultra-compact DGX Spark lands at SpaceX in a symbolic union of AI and aerospace, delivering petaflop performance in ...

Nvidia Corporation's high profit margins face pressure as competitors and major AI firms pursue chip alternatives. Click for ...

The maker of ChatGPT and Sora wants to control its destiny, which means controlling the hardware that runs its software.

AMD has 1.6 billion shares outstanding, so the potential dilution is over 10%. The stock would have to reach a lofty market ...

The deals keep coming for semiconductor firms and OpenAI. In the past month, Nvidia, Advanced Micro Devices and Broadcom have ...

If you're wondering why AI companies are pursuing this path, they'll tell you it's not just about electricity – it's about ...

OpenAI, led by CEO Sam Altman, is partnering with Broadcom to create custom chips, a crucial step towards building city-sized AI supercomputers.

Over the past few months, the prices of Artificial Intelligence (AI)-linked equities have boomed, largely driven by private ...