OpenAIIconBrandElement

A bright white data centre building with rows of red-lit server racks visible through floor-to-ceiling glass

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?

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2025-10-23 | Market Dive

AMD vs NVDA: What the New OpenAI Deal Means for Investors

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.

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2024-02-29 | Market Dive

⁠⁠OpenAI Sora Storms Tech World:AI Trends To Watch In 2024

“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 […]