OpenAI
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Report: Arm developing custom CPU for OpenAI's in-house accelerator
By Luke James published
OpenAI is reportedly working with SoftBank-owned Arm on a new CPU to complement the custom AI accelerator it is co-developing with Broadcom.

OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership
By Luke James published
OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.

Inside the AI accelerator arms race: AMD, Nvidia, and hyperscalers commit to annual releases through the decade
By Anton Shilov published
Premium Competition for Nvidia looms.

SoftBank is seeking $5 billion loan to invest in OpenAI, plans to use Arm shares as collateral
By Anton Shilov published
SoftBank has a growing appetite for cash on its path towards becoming a major AI force.

Nvidia is turning GPUs into capital, but questions exist around sustainability — AI companies are financing hardware like debt
By Luke James published
Premium From xAI’s $20 billion debt package to OpenAI’s prepaid clusters, the GPU shortage has created a new kind of financial asset.

OpenAI signs AMD deal for 6GW of AI GPUs with a massive equity kicker, OpenAI to obtain up to 160 million AMD shares at one cent apiece
By Luke James published
Premium OpenAI has secured up to 6 gigawatts of AMD GPU compute in a landmark supply agreement that could see the ChatGPT maker take a 10% stake in AMD.

OpenAI and AMD announce multibillion-dollar partnership
By Stephen Warwick published
AMD and OpenAI have announced a multibillion-dollar partnership to collaborate on AI data centers powered by AMD chips.

U.S. Commerce Sec. Lutnick says American AI dominates DeepSeek, thanks Trump for AI Action Plan
By Jowi Morales published
NIST just released a study showing OpenAI's and Anthropic's models defeating DeepSeek in several benchmarks.
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