The maker of ChatGPT and Sora wants to control its destiny, which means controlling the hardware that runs its software.
The Taiwanese company’s shares surged in yet another stock jump driven by investor enthusiasm about AI.
The two companies now have a partnership to build massive data centers for artificial intelligence (AI) computing.
The difference between these two deals is enormous. AMD is selling its chips to OpenAI for OpenAI to become an investor in ...
Broadcom and OpenAI have entered into a multiyear partnership to develop powerful artificial intelligence (AI) systems with ...
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 ...
Larry Dignan, editor in chief at Constellation Research's Constellation Insights, captured this view in an analyst note that ...
OpenAI says it’s buying AMD chips to get more compute power. Analysts also see benefits to diversifying away from Nvidia and ...
The deal opens the door for OpenAI to own a 10% stake in AMD. However, CEO Sam Altman says his company is still committed to ...
AMD's bold equity-for-orders deal with OpenAI fuels growth and ROCm adoption but raises dilution and valuation concerns amid ...
OpenAI’s $10B AMD stake could ignite a new GPU war, but can AMD really challenge Nvidia’s dominance in AI chips?