Too ambitious for his own good: OpenAI CEO Sam Altman has been on ... chip factories to reduce costs for companies like TSMC and Nvidia, enabling them to significantly ramp up the production ...
At the moment, OpenAI spends vast amounts of money to run ChatGPT, in part due to the very high cost of Nvidia's AI servers ... had originally planned to use TSMC's relatively low-cost N5 process ...
Those sales should also ramp as production rates build, bringing additional billions to Nvidia and TSMC as well. But that's not the only catalyst at work today. Yesterday, OpenAI announced it had ...
Nvidia's stock surged 25% since September, nearing its all-time high. OpenAI's $6.6 billion funding last week preceded the stock's ascent. Two other key factors signal ongoing demand for AI computing.