The difference between these two deals is enormous. AMD is selling its chips to OpenAI for OpenAI to become an investor in ...

The two companies now have a partnership to build massive data centers for artificial intelligence (AI) computing.

The chips the two companies develop will play a major role in the current massive buildout of AI computing power. OpenAI and ...

OpenAI says it’s buying AMD chips to get more compute power. Analysts also see benefits to diversifying away from Nvidia and ...

The ChatGPT maker plans to burn an immense $115 bln by 2029, defying the usual startup profit path. The splurge has a certain ...

Nvidia's dominance, however, may face serious challenges in 2026. Increasing competitive and geopolitical pressures, along ...

While near-term profitability may be diluted, Broadcom's robust moat in custom compute and networking underpins a bullish ...

OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors, the latest chip tie-up ...

AMD reached a multibillion-dollar deal earlier this month with OpenAI, matching a growing demand for AI infrastructure.

Oracle Cloud Infrastructure will deploy 50,000 AMD Instinct MI450 GPUs starting in late 2026, signaling a growing adoption of ...

NVIDIA remains a strong buy, driven by a landmark 10GW OpenAI deal. Click here to find out why NVDA stock is a Strong Buy.

Nvidia's deals with OpenAI and CoreWeave are starting to alarm analysts, but Stephen Wright thinks its share price could benefit over the long term. The post Could Nvidia’s deals with OpenAI and ...