openai nvidia - Search News

OpenAI, NVIDIA and Broadcom

Broadcom Stock Investors Just Got Good News From OpenAI -- Is Nvidia Losing Its Edge in AI Chips?

Broadcom and OpenAI have entered into a multiyear partnership to develop powerful artificial intelligence (AI) systems with custom accelerators.

· 23d

Nvidia is investing up to $100 billion in OpenAI as part of an AI data center deal

· 1d · on MSN

Why Broadcom’s OpenAI deal may not be all it’s cracked up to be

AI, AMD and NVIDIA

Digest more

· 9d · on MSN

AMD teams up with OpenAI to challenge Nvidia’s AI chip dominance

AMD is partnering with OpenAI to provide six gigawatts worth of processors for AI data centers, a move that challenges Nvidia’s AI chip market dominance.

· 1d

AMD Wins Big AI Chip Order From Oracle in Race to Catch Nvidia

· 1d · on MSN

AMD gets another vote of confidence in the AI chip wars — this time from Oracle

· 1d

Oracle and AMD expand AI partnership to keep up with demand

Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units beginning in the third quarter of 2026 with further expansion to follow.

· 1d

Oracle to offer cloud services using AMD's upcoming AI chips

· 1d

AMD and Oracle announce agreement for 50,000 GPUs as AI deal spree continues

1don MSN

Is AMD a Better Buy Than Nvidia After Its OpenAI Deal?

The difference between these two deals is enormous. AMD is selling its chips to OpenAI for OpenAI to become an investor in AMD and create a resurgence in its AI technology. Nvidia is investing in OpenAI in exchange for its chips, so it at least gets something out of the deal.

PCMag on MSN

Nvidia Isn't Enough — OpenAI Turns to AMD for GPUs, Too

The deal opens the door for OpenAI to own a 10% stake in AMD. However, CEO Sam Altman says his company is still committed to buying GPUs from longtime partner Nvidia.

40m

AMD Stock: Here's What To Expect As OpenAI Buys In

Advanced Micro Devices, Inc.'s AI-focused deals with OpenAI and Oracle make it a strong long-term investment. Click here for my updated look at AMD stock.

3don MSN

Did OpenAI Just Ensure Nvidia Will Be The First $10 Trillion Stock?

The two companies now have a partnership to build massive data centers for artificial intelligence (AI) computing.

22d

Nvidia Secures $100B OpenAI Partnership to Power the Next Era of AI

The tech giants intend to bring at least 10 gigawatts of AI capacity online, starting in H2 2026 with Vera Rubin chips.

23d

Nvidia to invest up to $100B in OpenAI

AI firm OpenAI and chipmaker Nvidia announced a $100 billion investment deal to deploy 10 gigawatts to power data centers beginning in 2026.

22d

Nvidia to invest $100 billion in OpenAI to build data centers

Nvidia plans to invest $100 billion in OpenAI, giving the ChatGPT maker a huge war chest to build data centers with the chip maker's chips.

19m

Nvidia upgraded as HSBC sees AI driving nearly 80% upside

Nvidia Corp. added another bull on Wednesday, as HSBC upgraded the chipmaker to buy from hold, citing the ongoing growth of artificial intelligence.

Nvidia stock rises on HSBC upgrade as analyst sees 'continuous earnings growth'

HSBC analyst Frank Lee said in a research note that he expects the market for Nvidia's AI chips to keep growing beyond its Big Tech customers, pointing to OpenAI-backed Stargate projects in the US and abroad, as well as OpenAI's ( OPAI.PVT) recent deal with Nvidia, which he sees cumulatively creating up to $400 billion in revenue for the chipmaker.