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

Nvidia stock rallied hard at the end of last week but it could need another factor to keep the move going.

Nvidia has equipped all 30,000 engineers with OpenAI's advanced AI coding tool, Codex, a significant enterprise rollout. This ...

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 ...

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 ...

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

Nvidia invested roughly $53 billion across 170 deals spanning the entire AI ecosystem, according to PitchBook data. In 2025 ...

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

OpenAI has warned US lawmakers that its Chinese rival DeepSeek is using unfair and increasingly sophisticated methods to extract results from leading US AI models to train the next generation of its ...

Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. Learn ...

OpenAI has warned US lawmakers that its Chinese rival DeepSeek is using unfair and increasingly sophisticated methods to extract results from leading US AI models to train the next generation of its b ...

GPT-5.3-Codex-Spark may be a mouthfull, but it's certainly fast at 1,000 Tok/s running on Nvidia rival's CS3 accelerators Nvidia and AMD can take a seat. On Thursday, OpenAI unveiled ...