Exclusive-OpenAI set to finalize first custom chip design this year
OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia for its chip supply by developing its first generation ...
Three reasons why Nvidia is underperforming the S&P 500 going into its earnings
Nvidia ( NVDA) investors are navigating through an un-Nvidia-like start to the year. Shares of the AI chip darling are off by ...
3 reasons why Nvidia is under-performing the S&P 500 into earnings
In a note on Monday, EvercoreISI analyst Mark Lipacis points to three reasons for the weakness after talking with clients. They include: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts ...
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OpenAI to finalize 1st custom AI chip's design by year-end
OpenAI intends to send its first in-house chip design for fabrication at Taiwan Semiconductor Manufacturing Co (TSMC). The ...
Alibaba’s Qwen AI models enable low-cost DeepSeek alternatives from Stanford, Berkeley
Stanford’s S1 and Berkeley’s TinyZero are just two recent examples of how researchers are increasingly using Alibaba tech to ...
Nvidia Stock Rebounds After DeepSeek Scare With a Little Help From TSMC
Nvidia seems to be on the rebound from the DeepSeek scare. A sales boost for its key chip supplier Taiwan Semiconductor ...