TSMC: AI Foundry Leader For GPUs And ASICs
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
Datacenter Dynamics2h
TSMC reports $162m in losses after recent Taiwanese earthquake
TSMC reported losses of $162 million as a result of the earthquake that hit southern Taiwan on January 21.
OpenAI’s secret weapon against Nvidia dependence takes shape
OpenAI is entering the final stages of designing its long-rumored AI processor with the aim of decreasing the company's ...
Nvidia might never top the RTX 4090
Nvidia can’t deliver a generational uplift on the level of the RTX 4090 unless transistors get smaller, and that’s becoming ...
Analytics India Magazine6h
OpenAI to Produce First AI Chip with TSMC’s 3nm Technology
OpenAI is progressing in its plan to develop custom AI chips to reduce the reliance on NVIDIA. According to a report, the ...
Better Artificial Intelligence Stock: Nvidia vs. ASML
Artificial intelligence (AI) is rapidly transforming our world, promising to revolutionize everything from human interaction ...
Investor's Business Daily on MSN16h
Nvidia Stock Rallies, Shakes Off Concerns About OpenAI Moves
Nvidia stock came under pressure from a report that ChatGPT creator OpenAI is pushing ahead with plans to develop its own AI ...
ChatGPT maker OpenAI is taking bold steps to send stern message to Nvidia, DeepSeek
Inside OpenAI, the training-focused chip is viewed as a strategic tool to strengthen OpenAI's negotiating leverage with other ...