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OpenAI's Jalapeño spices up chip market as it outperforms Nvidia's Blackwell
1+ hour, 21+ min ago (82+ words) Seeking Alpha OpenAI's (OPENAI) in-house inference chip, Jalapeño, which it created through a partnership with Broadcom (AVGO), outperformed Nvidia's (NVDA) Blackwell in some scenarios, according to testing results from OpenAI. "OpenAI models also accelerated Jalapeño's development," OpenAI said in a…...
Anthropic, Bain & Company team up to help enterprises deploy AI
2+ hour, 56+ min ago (54+ words) Seeking Alpha Management consulting firm Bain & Company is partnering with Anthropic (ANTHRO) to help enterprises accelerate AI deployment. Bain said that it with it being named as a ‘Global Premier’ partner in the Claude Partner Network, the firms will extend…...
Google, Wix team up to help build websites inside AI Gemini
1+ day, 2+ hour ago (55+ words) Seeking Alpha Wix.com (WIX) announced a joint effort with Alphabet's (GOOG) (GOOGL) Google to embed Wix Harmony website creation directly inside the tech giant's AI service Gemini as a connected app. Shares of Wix rose about 4% on Monday, while…...
Anonymous Ox Alpha release is reshaping the AI value chain (AIQ:NASDAQ)
1+ day, 3+ hour ago (60+ words) Seeking Alpha BlackJack3D/E+ via Getty Images The anonymous release of Ox Alpha on OpenRouter last week—featuring a massive 1M-token context window, multimodal capabilities and generous free access—signals deeper economic disruptions across the AI value chain, according to Christophe…...
The Growth Of Knowledge: What Progress, Disruption, And AI Mean For Investors
1+ day, 10+ hour ago (667+ words) Ole_CNX/iStock via Getty Images In this book I argue that all progress, both theoretical and practical, has resulted from a single human activity: the quest for what I call good explanations. - David Deutsch, The Beginning of Infinity This paper draws…...
IBM unveils first dual-architecture mainframe processor with Arm tech (IBM:NYSE)
1+ day, 5+ hour ago (11+ words) IBM unveils dual-architecture mainframe CPU running Arm-native Linux with IBM Z....
Nvidia to hike AI server prices over 15% as memory chip costs soar - report
1+ day, 9+ hour ago (58+ words) Nvidia set to hike AI server prices over 15% as memory chip costs soar - report Seeking Alpha Nvidia's (NVDA) biggest customers have been notified that prices of servers containing its AI chips will go up more than 15% in many cases, including…...
Anthropic investigates elevated errors across Claude AI models (ANTHRO:Private)
1+ day, 10+ hour ago (15+ words) Anthropic is fixing elevated request errors affecting Claude Mythos 5, Fable 5, and Opus 5....
Nvidia to compete with US, Chinese AI models under $6B Poolside deal
2+ day, 1+ hour ago (55+ words) Seeking Alpha - A $6B licensing deal Nvidia (NVDA) signed last week with AI startup Poolside allows the chip giant to develop open-weight AI models, allowing it to better compete with American and Chinese AI giants. - Under the deal, first reported by…...
AMD Vs. NVDA: The Tortoise Keeps Pushing Ahead, Heedless Of The Hare's Rapid Pace
2+ day, 3+ hour ago (98+ words) Seeking Alpha - Advanced Micro Devices has surged 99% since February 2026, driven by strategic wins in AI and data center markets. - AMD's recent MI400 GPU and Helios rackscale solution target the lucrative AI inference market, encroaching on Nvidia's (NVDA) stronghold. - Despite a recent…...