Broadcom (AVGO) and Marvell (MRVL) are positioned as high-upside buys amid AI chip diversification and pushback against Nvidia's dominance. AVGO offers diversification but this reduces AI exposure, ...

OpenAI launches GPT-5.3 Codex Spark powered by Cerebras chips, signaling a shift from Nvidia reliance and intensifying the AI infrastructure race.

Waveshare is now selling a cheap dev board that combines a 4.2 inch, 400 x 300 pixel RLCD sunlight-readable, black and white “E-paper-like” low-power display with an ESP32-S3 processor featuring ...

Lovable’s founder, Anton Osika, told Inc. in 2025 that faster AI models will help to put non-programmers in the kind of flow ...

OpenAI launches GPT‑5.3‑Codex‑Spark, a Cerebras-powered, ultra-low-latency coding model that claims 15x faster generation speeds, signaling a major inference shift beyond Nvidia as the company faces ...

“Codex-Spark is the first step toward a Codex that works in two complementary modes: real-time collaboration when you want ...

OpenAI calls the new coding tool the "first milestone" in its relationship with the chipmaker.

On January 13, the Department of Commerce published a new regulation permitting the sale of advanced AI chips to China, codifying the major policy change that President Trump announced on December 8.

President Donald Trump enacted a new 25% tariff on “certain advanced computing chips” on Wednesday, according to a White House fact sheet. That includes Nvidia’s H200 chip and AMD’s MI325X. However, ...

In a possible red flag for the artificial intelligence investment boom, the stocks of companies that provide cooling systems for data centers, plunged Tuesday after Nvidia unveiled more efficient ...

The chip giant says Vera Rubin will sharply cut the cost of training and running AI models, strengthening the appeal of its integrated computing platform. Nvidia CEO Jensen Huang says that the company ...

At the CES conference, Jensen Huang, the company’s chief executive, said the more efficient and powerful chip would begin shipping later this year. By Tripp Mickle Reporting from Las Vegas Jensen ...