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

TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2025: On a consolidated basis, revenue for January 2025 was approximately NT$293.29 billion, an increase of 5.4 percent from ...

OpenAI remains on track to start producing its in-house AI chip next year, according to a report from Reuters. Sources tell ...

Like the broader artificial intelligence sector, OpenAI relies on Nvidia’s (NVDA) costly training chips to build tools like ...

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

In the past, we've seen other tech companies, such as Microsoft, Amazon, Google, and Meta, create their own AI acceleration ...

Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding ...

Artificial intelligence (AI) investing is still one of the prevailing themes in the markets. For AI investing, my top three ...

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

Apple won an exemption to iPhone tariffs during the last Trump administration by arguing that Samsung would benefit. It's unclear if that could work again.

OpenAI plans to complete designs for its first in-house semiconductors for powering artificial intelligence applications before the end of the year, and is reportedly working with Taiwan Semiconductor ...