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Tag: dependence

SK Group's Chairman Isn't Worried About Nvidia Dependence: Is That Why SKHY Is Up 8%? SK Hynix Chairman Says…
Nvidia

SK Group's Chairman Isn't Worried About Nvidia Dependence: Is That Why SKHY Is Up 8%? SK Hynix Chairman Says…

vm_adminAugust 14, 2026

By Daragh Thomas Publication Date: 2026-08-13 17:43:00 SK Hynix Chairman Chey Tae-won says Nvidia remains the company’s most important customer…

Nigeria pushes Microsoft, Google and Amazon to build locally as cloud dependence grows
Microsoft

Nigeria pushes Microsoft, Google and Amazon to build locally as cloud dependence grows

vm_adminAugust 11, 2026

By Victor Oluwole Publication Date: 2026-08-11 12:35:00 …

Microsoft is ordering 300,000+ Maia 300 AI chips from TSMC as it races to reduce its dependence on Nvidia
Nvidia

Microsoft is ordering 300,000+ Maia 300 AI chips from TSMC as it races to reduce its dependence on Nvidia

vm_adminAugust 10, 2026

By Ana Maria Constantin Publication Date: 2026-08-10 14:53:00 TL;DR Microsoft in talks with TSMC for 300,000+ Maia 300 chips for…

Super Micro’s Nvidia Dependence Is Getting a Bigger Test
Nvidia

Super Micro’s Nvidia Dependence Is Getting a Bigger Test

vm_adminAugust 8, 2026

By Faizan Farooque Publication Date: 2026-08-07 15:01:00 This article first appeared on GuruFocus. Shares of AI server maker Super Micro…

Microsoft Builds Its Own AI Stack To Cut OpenAI Dependence
Microsoft

Microsoft Builds Its Own AI Stack To Cut OpenAI Dependence

vm_adminJune 8, 2026

By Janakiram MSV Publication Date: 2026-06-08 02:31:00 Satya Nadella, CEO, Microsoft Microsoft Microsoft spent two days at Build 2026 making…

Microsoft exploring AI startup deals to reduce dependence on OpenAI: Report
Microsoft

Microsoft exploring AI startup deals to reduce dependence on OpenAI: Report

vm_adminMay 14, 2026

By ETEnterpriseAI Desk Publication Date: 2026-05-14 05:36:00 Inception is reportedly seeking a valuation of more than $1 billion. Microsoft is…

Microsoft building its own high-powered AI models as it looks to slash dependence on OpenAI
Microsoft

Microsoft building its own high-powered AI models as it looks to slash dependence on OpenAI

vm_adminApril 2, 2026

By Daniel Howley Publication Date: 2026-04-02 16:00:00 Microsoft (MSFT) says it’s on a path to developing high-powered frontier models, an…

OpenAI flags Microsoft dependence as key business risk ahead of expected IPO
Microsoft

OpenAI flags Microsoft dependence as key business risk ahead of expected IPO

vm_adminMarch 24, 2026

By Arundhati Sarkar Publication Date: 2026-03-24 04:22:00 OpenAI warns investors its Microsoft ties pose risks as it seeks $10B more…

Nvidia says Chinese military dependence on American tech would be ‘nonsensical,’ following US govt agency’s claims it assisted Deepseek with training AI models — says Admin’s critics ‘are unintentionally promoting the interests of foreign competitors’
Nvidia

Nvidia says Chinese military dependence on American tech would be ‘nonsensical,’ following US govt agency’s claims it assisted Deepseek with training AI models — says Admin’s critics ‘are unintentionally promoting the interests of foreign competitors’

vm_adminJanuary 31, 2026

By Stephen Warwick Publication Date: 2026-01-30 12:08:00 AI giant and GPU maker Nvidia has issued a strong response following claims…

Oracle: Growth Looks Impressive, But OpenAI Dependence Raises Alarms (NYSE:ORCL)
Oracle

Oracle: Growth Looks Impressive, But OpenAI Dependence Raises Alarms (NYSE:ORCL)

vm_adminDecember 19, 2025

By Analysis Fundamental Publication Date: 2025-12-19 16:15:00 Oracle (ORCL) downgraded: High debt, negative cash flow and reliance on OpenAI contracts…

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