ChatGPT-maker OpenAI’s rival to Nvidia’s AI chips may finally be ready this year
OpenAI is advancing towards its first custom AI chip and plans to finalize the design soon. The chip, set for mass production ...
3 reasons why Nvidia is under-performing the S&P 500 into earnings
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 ...
Nvidia Stock Rises. How TSMC’s Earnings Could Help Shares.
There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.