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

However, Alphabet may be a surprise contender to become its biggest competitor. The company started renting out its TPU chips earlier this year, and OpenAI has begun testing them. Today, most ...

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.

April 17, 2025: OpenAI has released o3 and 04-mini, two reasoning AI models designed to be extra good at programming, math, ...

CoreWeave Inc. said it has received the market’s first artificial intelligence server system based on the newest, high-end ...

There will be many winners as infrastructure is built to support the huge and increasing computing power needed for ...

Earlier this week, Oracle announced it had signed a single cloud computing contract worth $30bn in annual revenue beginning ...

Although OpenAI says that it doesn’t plan to use Google TPUs for now, the tests themselves signal concerns about inference ...

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 ...

Lee, Nvidia is back as the most valuable company in the world. Again, it’s I think they’re up to 3.27 trillion. They passed ...