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NVIDIA is still a huge player in the AI game as we head into 2025. They’re not just making chips; they’re building the ...
OpenAI may soon begin testing its AI models using Google’s TPUs, marking a potential shift away from its heavy reliance on NVIDIA GPUs. This move isn’t about replacing NVIDIA, but rather expanding ...
Microsoft's push into custom artificial intelligence hardware has hit a serious snag. Its next-generation Maia chip, ...
OpenAI is incorporating Google's Tensor Processing Units (TPUs) for AI inference, diversifying its chip supply beyond Nvidia and aiming for cost efficiency.
Broadcom Inc. (NASDAQ:AVGO) is one of the 10 AI Stocks Investors are Watching. On June 26, UBS reiterated Nvidia and Broadcom ...
For this reason, Meta's valuation multiples could expand in the coming years as the company's "Nvidia moment" comes into focus. That suggests the company has meaningful upside from current levels. Is ...
OpenAI is one of the largest purchasers of Nvidia's GPUs, which it uses to train models and for inference computing.
On June 27, 2025, shares of Nvidia surged by 1.72% to touch its closing all-time high of $157.75, taking the tech giant's ...
In the Titans category, TSMC appeared alongside global names including Berkshire Hathaway, Amazon, and OpenAI. Time also noted how TSMC’s critical semiconductor technology has made it a flashpoint in ...
The technology sector has been leading the market rally off the early-April lows – with sizable double-digit gains piling up.
Microsoft's custom AI chip project, codenamed 'Braga,' faces a significant setback with a six-month delay into 2026 and ...
Alternative chip makers expose the contradiction in Nvidia's AI factory story: How can inference be a commodity while commanding 70% margins?