Nvidia will have a great 2026, but you can't go all-in on the stock.

By Max A. Cherney, Krystal Hu and Deepa Seetharaman SAN FRANCISCO, Feb 2 (Reuters) - OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives ...

OpenAI is exploring alternatives to some of NVIDIA Corp‘s (NASDAQ:NVDA) latest AI chips, potentially altering the dynamics ...

OpenAI is reportedly looking beyond Nvidia for artificial intelligence chips, signalling a potential shift in its hardware ...

OpenAI seeks chip alternatives from AMD and Cerebras while $100 billion Nvidia investment stalls. Both companies dismiss ...

Advanced Micro Devices is swiftly becoming a major source of parallel processing power for hyperscalers.

Nvidia remains dominant in chips for training large AI models, while inference has become a new front in the competition.

Broadcom's custom AI chips are an emerging alternative. Although there are fears of an AI bubble forming, one area where that ...

China approves Alibaba, Tencent, and ByteDance to order NVIDIA H200 chips after initial ban, balancing AI competition needs with semiconductor independence goals.

Jensen Huang has built a $4.6 trillion empire selling the picks and shovels of the AI revolution. But while he preaches ...

Altman pushes back after report flags tension over inference chips, says Nvidia makes “the best AI chips in the world” ...

Forbes contributors publish independent expert analyses and insights. Analyzing tech stocks through the prism of cultural change. Nvidia Just Posted $51 Billion in Revenue. Here's Why Competitors ...