Artificial intelligence (AI) is moving fast. It was only two years ago that OpenAI's GPT-3.5 models sparked the AI arms race, and the pace of innovation has since been staggering. But the best innovations often come out of left field.

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Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), Marvell Technology ( MRVL -18.96%), and Arista Networks ( ANET -23.50%), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT.

OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.

OpenAI is estimated to have spent close to ... Amphenol, Broadcom and NVIDIA are three semiconductor stocks that are well-positioned to benefit from the increasing deployment of AI and Generative ...

ASML shares jump 9% as strong chip orders ease AI spending fears. Traders eye semiconductor stocks as demand for high-end chips remains resilient.

DeepSeek AI, favored by investors over ChatGPT, uses rapid advancements with cheaper chips as U.S. tech restrictions fuel China’s AI innovation.

The Philadelphia semiconductor index tumbled 9.2%, its biggest percentage drop since March 2020. And yet, people like OpenAI CEO Sam Altman have gone on to openly acknowledge that if true ...

President Donald Trump has threatened to impose tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.

Joe Biden made several attempts to curb Chinese AI advancement, but DeepSeek's launch has put those policies into question.