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Nvidia Corporation shines as a Strong Buy with rising AI demand, 92% GPU share, and upcoming Blackwell chips poised to hit ...
Nvidia is currently the clear leader in AI infrastructure. The company started renting out its TPU chips earlier this year, ...
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, ...
While the chips being rented are not Google’s most advanced TPU models, the agreement reflects OpenAI’s efforts to lower ...
Although OpenAI says that it doesn’t plan to use Google TPUs for now, the tests themselves signal concerns about inference ...
The move signals the first time OpenAI has used non-Nvidia chips meaningfully and shows the company's shift away from relying ...
As reported by Reuters, Nvidia’s market value now sits at $3.92 trillion which is a frankly staggering amount of wealth for ...
A recent report suggests that OpenAI could move away from using NVIDIA’s GPUs in favor of Google and its AI chips.
OpenAI, the creator of ChatGPT, is now utilizing Google's AI chips, diversifying its suppliers beyond Nvidia. This move, ...
OpenAI is now renting Google's AI chips to power ChatGPT, diversifying from its reliance on Microsoft's data centers and ...
According to a new report from Reuters, ChatGPT maker OpenAI is turning away from Nvidia's AI chips for the first time.
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