AMD's Stock Surged 24% on Its OpenAI Partnership and Is Near an All-Time High. Is It Still a Buy?

However, those fortunes may be turning around. AMD recently announced a deal with OpenAI, taking up to a 10% stake in AMD in ...
24/7 Wall St.

Is AMD Turning Into Nvidia’s Kryptonite? Here’s How High It Can Go

AMD (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA) have been locked in a high-stakes AI chip race that has sent investors into a ...
DatacenterDynamics

Microsoft deploys cluster of 4,600 Nvidia GB300 NVL72 systems for OpenAI

Microsoft has deployed a cluster of more than 4,6000 Nvidia GB300 NVL72 systems. In a blog post, Microsoft revealed its new ...

AMD: OpenAI Got A Bargin - I Wouldn't Hold Into Earnings

AMD's rally is overextended at current levels. High expectations are priced in, while concerns about gross margins and ...

Is Nvidia Stock a Buy After AI Partnerships with Intel and OpenAI?

One example of AI factories coming to pass is the British government's goal to expand the country's AI computing ...

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.

OpenAI-Oracle-Nvidia deals: Big AI moves or just balance-sheet games?

By structuring capital commitments as revenues, recycling supplier investments as demand, and marketing financial loops as ...

While OpenAI races to build AI data centers, Nadella reminds us that Microsoft already has them

Microsoft CEO Satya Nadella offered a glimpse of the "first of many" massive Nvidia AI systems it is rolling out, starting ...