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Nvidia, TSMC

Nvidia Stock Rises. How TSMC’s Sales Could Help Shares.

There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.

Barron's on MSN · 1d

Nvidia Stock Rises. How TSMC’s Earnings Could Help Shares.

Nvidia seems to be on the rebound from the DeepSeek scare. A sales boost for its key chip supplier Taiwan Semiconductor Manufacturing could help that continue.Nvidia shares were down 0.4% at $129.34 in premarket trading on Monday.

MarketWatch on MSN · 1d

Buy Nvidia’s stock ahead of earnings? This analyst makes the case.

An Evercore analyst expects an upbeat earnings report later this month and runs down why DeepSeek fears seem overdone.

AI, NVIDIA

OpenAI's custom chip project aims to challenge Nvidia's dominance

OpenAI is nearing the launch of its first custom-designed AI chip. Reuters expects the company to send the chip design to TSMC in the coming months

TweakTown · 13h

NVIDIA grip loosens as OpenAI nears completion of custom AI chip

OpenAI is closing in on the final design for its first in-house AI chip that will be used as negotiating leverage against other chip suppliers.

Business Insider · 1d

OpenAI Looks to Reduce Reliance on Nvidia (NVDA) by Making Its Own AI Chips

Microsoft-backed OpenAI (MSFT), the maker of ChatGPT, is looking to reduce its reliance on chipmaker Nvidia (NVDA) by developing its first

ExtremeTech on MSN4h

OpenAI’s AI Processor Is Almost Ready for TSMC Fabrication

OpenAI recruited a team of 40 engineers to develop the processor, recruiting former Google chip designer Richard Ho to head ...

15h

TSMC: AI Foundry Leader For GPUs And ASICs

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

Datacenter Dynamics13h

TSMC reports $162m in losses after recent Taiwanese earthquake

TSMC reported losses of $162 million as a result of the earthquake that hit southern Taiwan on January 21.

14h

OpenAI close to finalising its own chip design, send it to TSMC for fabrication by 2025-end

This custom chip is part of OpenAI’s strategy to strengthen its infrastructure and negotiating position with chip suppliers, ...

1d

OpenAI’s secret weapon against Nvidia dependence takes shape

OpenAI is entering the final stages of designing its long-rumored AI processor with the aim of decreasing the company's ...

2don MSN

Nvidia might never top the RTX 4090

Nvidia can’t deliver a generational uplift on the level of the RTX 4090 unless transistors get smaller, and that’s becoming ...

TSMC to host board meeting on Feb 11-12 in the US for the first time in its 37-year history

TSMC will be hosting board meetings in the United States for the first time in its 37-year history on February 11-12, will ...

Investor's Business Daily on MSN1d

Nvidia Stock Rallies, Shakes Off Concerns About OpenAI Moves

Nvidia stock came under pressure from a report that ChatGPT creator OpenAI is pushing ahead with plans to develop its own AI ...

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