OpenAI’s Sora app could fundamentally change the social-media landscape and leave Meta scrambling to catch up.

AMD's unusual deal to finance OpenAI's chip purchases could grant the AI model maker up to $100 billion, analyst estimates.

OpenAI CFO Sarah Friar shares revenue numbers, user numbers, usage rates, and more at a Goldman Sachs conference.

Advanced Micro Devices has a number of AI infrastructure partners that could be set to benefit from its deal with OpenAI, according to analysts.

The $300B deal is a reminder that despite Oracle’s legacy status, it shouldn’t be overlooked when it comes to AI infrastructure. But key questions around power and how OpenAI will pay for this remain.

OpenAI's (OPENAI) developer day wowed many on Wall Street, as analysts praised the depth and scope of the announcements. Read for more.

The companies at the center of the artificial intelligence boom are increasingly investing billions of dollars in each other — and analysts say that the increasing entanglement is adding to risk of an AI bubble.

Advanced Micro Devices ($AMD) sparked a wave of bullish sentiment when it inked a landmark agreement with OpenAI (PC:OPAIQ) to provide 6 GW of

Good for AMD, as this is also a healthy sign for the entire chip industry, with this development signaling that the hyperscalers are not solely dependent on Nvidia to fuel their AI ambitions. However,

Analysts are still doubling down on market leaders, with fresh upgrades for Advanced Micro Devices, Walmart, Amazon, and Meta Platforms. Look at Advanced Micro Devices Just this morning, analysts at Mizuho reiterated an outperform rating on Advanced Micro Devices (NASDAQ: AMD) with a price target of $275 from $205.