2026-10-16 | Market Dive
OpenAI Revenue Scare: Is the AI Chip Boom Really Slowing?
Chip stocks lost close to 10% in six sessions after one OpenAI revenue report, yet TSMC says AI demand still outruns supply. Is the AI chip boom slowing?
2026-10-16 | Market Dive
Chip stocks lost close to 10% in six sessions after one OpenAI revenue report, yet TSMC says AI demand still outruns supply. Is the AI chip boom slowing?

2025-10-23 | Market Dive
AMD’s new OpenAI partnership sends its stock soaring. Here’s how AMD’s AI chips and Helios platform could reshape the 2025 AI race against Nvidia.

2024-02-29 | Market Dive
“Accelerated computing and generative AI have hit the tipping point,” said Nvidia founder Jensen Huang, anticipating a surge in AI demand in 2024. Last week, OpenAI unveiled the groundbreaking text-to-video model, Sora, taking the tech industry by storm. Generative AI models are emerging rapidly, reflecting the swift pace of technological evolution. In fact, the year […]