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Here’s what the OpenAI-AMD deal says about Nvidia
OpenAI says it’s buying AMD chips to get more compute power. Analysts also see benefits to diversifying away from Nvidia and likely securing favorable pricing.…
Market Watch · 2025-10-09 12:14:00
OpenAI taps AMD for massive compute buildout
The two companies will deploy six gigawatts of GPU capacity beginning next year, the latest effort to build out data center infrastructure.…
Construction Dive · 2025-10-08 17:38:00OpenAI's strategy chief says compute is not the real edge for AI companies — 3 other things are the key
OpenAI's strategy chief says compute is not the real edge for AI companies — 3 other things are the key…
Business Insider · 2025-09-24 05:48:29Sam Altman on OpenAI's $850 billion in planned buildouts: 'People are worried. I totally get that'
OpenAI CEO Sam Altman announced a sweeping 17-gigawatt buildout of compute across multiple sites in partnership with Oracle, Nvidia, and SoftBank.…
CNBC Top Stories · 2025-09-24 04:58:12Sam Altman says OpenAI is testing new features by throwing 'a lot of compute' at them
Sam Altman says OpenAI is testing new features by throwing 'a lot of compute' at them…
Business Insider · 2025-09-22 02:50:35OpenAI hires former xAI CFO as Altman-Musk rivalry escalates
OpenAI has hired former xAI finance chief Mike Liberatore as business finance offer, responsible for managing the company's soaring compute spending.…
CNBC Top Stories · 2025-09-16 04:08:24
Worried about Nvidia’s stock? This analyst has a $2 trillion reason to remain calm.
The market for AI compute and networking could reach $2 trillion by 2030, and both Nvidia’s GPUs and Broadcom’s custom chips can win, Melius analysts say…
Market Watch · 2025-09-08 14:18:00
‘Let them eat compute’ — AI is squeezing the housing market, this provocative take claims
Artificial intelligence — which a new report claims doesn’t even work for businesses 95% of the time — is the cause of the housing market rut.…
Market Watch · 2025-08-21 08:03:00OpenAI logged its first $1 billion month but is still 'constantly under compute,' CFO says
OpenAI has ballooned in size since the launch of ChatGPT in late 2022 and is expected to triple in revenue to $12.7 billion this year.…
CNBC Top Stories · 2025-08-20 15:10:48
Why Qualcomm is paying $2.4 billion for Britain’s Alphawave
Qualcomm on Monday sealed a deal to acquire Britain’s Alphawave IP Group in what the company said was an effort to pair high-speed wired connectivity and compute technologies with its own processors for artificial intelligence.…
Market Watch · 2025-06-09 06:55:00
