Microsoft-backed OpenAI (MSFT), the maker of ChatGPT, is looking to reduce its reliance on chipmaker Nvidia (NVDA) by ...

OpenAI is in the final stages of developing its own AI processor to reduce its reliance on Nvidia’s hardware. According to ...

Microsoft is planning $80 billion on AI capital expenditures in 2025. Other companies are following with large commitments. These capital expenditures should benefit Nvidia in 2025, although its ...

In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two ...

Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding artificial intelligence (AI). The share prices of Nvidia, Taiwan Semiconductor ...

There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.

OpenAI is progressing in its plan to develop custom AI chips to reduce the reliance on NVIDIA. According to a report, the ...

This custom chip is part of OpenAI’s strategy to strengthen its infrastructure and negotiating position with chip suppliers, ...

Kenneth Fisher's 13F portfolio grows to $251B in Q4 2024, with top holdings in Apple, Nvidia, Microsoft, Amazon, and Alphabet ...

AMD faces challenges from ARM's rise & NVIDIA's AI dominance. AI success is critical for growth as it lags with just 11% ...

Making a high-performance processor in-house will be a bargaining chip as the AI giant buys from NVIDIA, Reuters said.

OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia for its chip supply by developing its first generation ...