OpenAI's custom Jalapeño ASIC targets LLM inference costs with Broadcom, aiming to cut reliance on Nvidia GPUs by late 2026.

These companies are trading at reasonable valuations that could set up attractive returns.

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Birgitta Böckeler, Distinguished Engineer at ...

Microsoft is selling OpenAI models to Chinese firms like ByteDance through Azure, building fast growing AI revenue while ...

OpenAI has won major concessions from its largest shareholder, Microsoft, that will allow it to sell products on AWS, while Microsoft gets more cash in a revenue-share agreement.

The AI IPO tsunami on the stock market has only recently gotten under way, with SpaceX’s more-than-$2 trillion IPO likely to ...

Microsoft is expanding its AI tools by bringing OpenAI's open-weight language models, gpt-oss, to Azure AI Foundry and Windows AI Foundry. Two of these models debuted this week: gpt‑oss-120b and ...

These two companies remain among the best picks to cash in on AI.

Snowflake strengthens strategic partnership with Microsoft to deliver OpenAI’s state-of-the-art models directly to customers in Snowflake Cortex AI on Microsoft Azure AI Foundry Snowflake also ...

Nearly three years since its debut, Microsoft's Azure OpenAI passed a security hurdle that allows the cloud AI platform to be used in government agencies and other highly regulated industries.

Further leveraging the relationship that vaulted Microsoft and OpenAI into leadership positions in the AI era, Microsoft this week announced stable versions of two new OpenAI libraries. [Click on ...

The two largest and most highly anticipated of these AI IPOs are ChatGPT maker OpenAI and Claude creator Anthropic. In early ...