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

Seeking Alpha's daily roundup of statements and remarks that could impact the technology sector. Read more here.

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

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, database group Oracle announced it had signed a single cloud computing contract worth $30bn in annual ...

Six months ago or so, when OpenAI and Anthropic projected how much revenue they would generate this year, the figures might ...

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

Stargate — OpenAI’s project with partners including Oracle and SoftBank Group Corp. to invest $500 billion in AI ...

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

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 ...