The days of tech giants buying up discrete chips are over. AI companies now need GPUs, CPUs, and everything in between.

Quick Read AMD (AMD) fell 3% after Nvidia secured a multiyear Meta partnership valued at tens of billions of dollars. AMD secured a major OpenAI deal for 6 gigawatts of Instinct MI450 GPUs deploying in second half 2026.

ChatGPT ushered in a new era for artificial intelligence chatbots back in late 2022, but competition has arisen quickly.

The visit comes as New Delhi prepares to host a major AI summit expected to draw top executives from Meta, Google, and Anthropic. This will be Altman's first visit to the country in nearly a year.

Meta Platforms has signed a multiyear agreement with Nvidia to expand its data center infrastructure with millions of Grace and Vera CPUs, along with

Alphabet Inc.'s (NASDAQ: GOOGL) Google is stepping up its push to reshape the competitive dynamics of the AI chip market as demand for large-scale AI computing continues to surge. Google is teaming up more closely with Meta Platforms Inc (NASDAQ: META) as ...

Google's Gemini 3 is passing OpenAI's ChatGPT in the AI chatbot race. With its huge profits and payoff from AI capex, the post-earnings stock dip could make $GOOG a buy.