就在与 NVIDIA 和 AMD 相继签署大规模硬件协议后不到一个月，10 月 13 日，OpenAI 又宣布与芯片设计巨头 Broadcom 达成战略合作，双方将共同开发和部署容量高达 10 千兆瓦（ GW， Gigawatt）的定制 AI ...

Nvidia, AMD, and Broadcom are the most talked-about companies in AI. JPMorgan still believes investors don't grasp how much ...

The deals keep coming for semiconductor firms and OpenAI. In the past month, Nvidia, Advanced Micro Devices and Broadcom have ...

The maker of ChatGPT and Sora wants to control its destiny, which means controlling the hardware that runs its software.

Larry Dignan, editor in chief at Constellation Research's Constellation Insights, captured this view in an analyst note that ...

Intel (Nasdaq: INTC) reported Q3 earnings and the stock is up 8% after-hours. While most articles will focus on the company ...

However, Nvidia's stock market performance has been overshadowed by Broadcom (NASDAQ: AVGO). Broadcom has appreciated 48% ...

ASML sells its machines to semiconductor fabricators such as Taiwan Semiconductor, Samsung Electronics, and Intel. The uptick ...

The chips the two companies develop will play a major role in the current massive buildout of AI computing power.

NVIDIA NVDA stock gained 0.7% in premarket trading as Intel's strong results lifted the chip sector and AI spending forecasts ...

Artificial intelligence has been the driving force behind the stock market's gains since late 2022. The debut of ChatGPT that ...

Each of these stocks is heavily involved in technology. Most are profiting from a growing need for semiconductor chips and ...