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These chip designers have been great investment options.

Nvidia remains dominant in chips for training large AI models, while inference has become a new front in the competition.

OpenAI seeks chip alternatives from AMD and Cerebras while $100 billion Nvidia investment stalls. Both companies dismiss reported tensions over hardware.

Nvidia actually has a solid case to double in 2026.

OpenAI, reportedly, is not satisfied with some of Nvidia's (NVDA) latest AI chips, and it has sought alternatives.

By Max A. Cherney, Krystal Hu and Deepa Seetharaman SAN FRANCISCO, Feb 2 (Reuters) - OpenAI is unsatisfied with some of ...