Nvidia’s AI moat looks underestimated: inferencing share up, strong FCF, and diversified revenue at <20x forward P/E. Click here to read more about NVDA.

An ongoing look at how Big Tech players are expanding into the market, rapidly growing their offerings and partnering with ...

The hyperscalers are just beginning to figure out the consequences of the AI arms race, and now everyone seems to be against ...

Jalapeño marks OpenAI’s move into custom chips, while Broadcom strengthens its role as AI’s infrastructure provider.

OpenAI has just revealed a new “intelligence processor” chip for AI servers made in partnership with Broadcom. The chip, ...

The companies attributed this speed to a deep software-hardware co-development process that actively used OpenAI’s own models ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Codex vibe coders can get back to work after some hiccups earlier this morning. OpenAI acknowledged ...

The Associated Press (AP) and OpenAI are back in business in a data-licensing deal as elections draw near. Although unconfirmed, the move signals the possibility of new audience data connected to ads.

OpenAI has rolled out Computer Use for its Codex desktop app on macOS, and its latest trick is that your Mac doesn't even have to be unlocked for the coding agent to use your apps while you're away.

OpenAI Group PBC today unveiled a new business unit, The OpenAI Deployment Company, that will help companies adopt its artificial intelligence models. The subsidiary is launching with $4 billion in ...

OpenAI says that at least four million Americans are using ChatGPT to develop or actively run businesses, according to data exclusively shared with Inc. by the Sam Altman-led company. Ronnie Chatterji ...