OpenAI is releasing its first artificial intelligence model that runs on chips from semiconductor startup Cerebras Systems ...

OpenAI has spent the past year systematically reducing its dependence on Nvidia. The company signed a massive multi-year deal with AMD in October 2025, struck a $38 billion cloud computing agreement ...

The AI boom is sparking a boom in circular, creative financing and purchasing schemes, which are making some investors ...

OpenAI launches GPT‑5.3‑Codex‑Spark, a Cerebras-powered, ultra-low-latency coding model that claims 15x faster generation speeds, signaling a major inference shift beyond Nvidia as the company faces ...

AMD stock fell 12% despite Q4 data center revenue rising 39% to $5.4B as analyst cites software gaps and scale challenges ...

NVIDIA Corporation (NASDAQ:NVDA) is among the best machine learning stocks to buy according to analysts. As NVIDIA and OpenAI ...

Nvidia has deployed OpenAI's Codex AI coding tool to all 30,000 engineers, marking a significant enterprise rollout. CEO ...

OpenAI launches GPT-5.3 Codex Spark powered by Cerebras chips, signaling a shift from Nvidia reliance and intensifying the AI infrastructure race.

Spending on artificial intelligence (AI) infrastructure is surging. Five companies have committed to spending $700 billion on ...

An equity investment aligns Nvidia more directly with OpenAI’s long-term buildout, reducing execution risk tied to capital availability, rather than demand.

CNBC's Deirdre Bosa reports on news regarding OpenAI's new chip diversity model, how that impacts Nvidia, and more.

Render is one of the beneficiaries of growing competition in the cloud computing world spurred by the booming demand for artificial intelligence.