In a note on Monday, EvercoreISI analyst Mark Lipacis points to three reasons for the weakness after talking with clients. They include: 1) DeepSeek lowers AI demand in aggregate, 2) DeepSeek shifts ...

OpenAI is advancing towards its first custom AI chip and plans to finalize the design soon. The chip, set for mass production ...

Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding ...

In a global race to innovate, China’s next-generation tech talent needs more than resources – they also need freedom, experts ...

Mistral AI co-founder says China’s artificial intelligence breakthrough offers inspiration for Europe in the global AI race.

Stanford’s S1 and Berkeley’s TinyZero are just two recent examples of how researchers are increasingly using Alibaba tech to ...

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OpenAI is almost ready to finalize the design for its first proprietary artificial intelligence (AI) chip. This development ...

Nvidia shares edged lower in early Monday trading following a report that suggested OpenAI, the Microsoft-backed creator of ...

OpenAI is reportedly developing its own AI silicon to reduce reliance on Nvidia, aiming to finalise its first chip design ...

Despite supplying some of the world's most sought-after chips, Advanced Micro Devices (NASDAQ: AMD) has declined 49% since it ...