OpenAI
35 research articles
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Research Articles
How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0
OpenAI • By SemiAnalysis • 2023-01-16
Google "We Have No Moat, And Neither Does OpenAI"
OpenAI • By SemiAnalysis • 2023-05-04
Sunday Finds + Thoughts on OpenAI Firing Sam Altman
OpenAI • By Chit Chat Stocks • 2023-11-20
Microsoft Swallows OpenAI’s Core Team – GPU Capacity, Incentive Structure, Intellectual Property, OpenAI Rump State
OpenAI • By SemiAnalysis • 2023-11-20
OpenAI Is Doomed? - Et tu, Microsoft?
OpenAI • By SemiAnalysis • 2024-05-07
OpenAI Chip Team Is Now Serious
OpenAI • By SemiAnalysis • 2024-06-03
Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure
OpenAI • By SemiAnalysis • 2024-09-04
Research|The 12-Day AI Celebration by OpenAI and XAI 1,000,00K GPU cluster
OpenAI • By FUNDA • 2024-12-05
Research|OpenAI's SORA: A Potential Behemoth in Computing Power Consumption
OpenAI • By FUNDA • 2024-12-12
OpenAI Stargate Joint Venture Demystified | Microsoft Sore Loser, Does Softbank Have The Capital?, Texas GigaCampus, Winners & Losers
OpenAI • By SemiAnalysis • 2025-01-23
Research|How Impactful Are the OpenAI Researchers Poached by Meta? And Why Does OpenAI Use TPUs?
OpenAI • By FUNDA • 2025-06-30
Should Robinhood Be Allowed to Sell OpenAI Tokens?
OpenAI • By Chit Chat Stocks • 2025-07-04
Preview|DDOG 2Q25:LLM Observability, OpenAI and 2Q checks
OpenAI • By FUNDA • 2025-08-05
Research|OpenAI’s SORA App: The “ChatGPT Moment” for AI Video
OpenAI • By FUNDA • 2025-10-01
Preview|DDOG 3Q25: OpenAI Optimization Risk is Easing
OpenAI • By FUNDA • 2025-11-04
Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment?
OpenAI • By FUNDA • 2025-11-14
Research|AI Weekly: GOOG/TPU vs. OpenAI/GPU and Others
OpenAI • By FUNDA • 2025-11-21
Deep|OpenAI: How Is OpenAI Eating the Enterprise SaaS TAM?
OpenAI • By FUNDA • 2025-12-14
Weekly|OpenAI’s Enterprise Ambition, APP’s Strong BFCM, Underestimated GPT 5.2, AVGO results and H200 status
OpenAI • By FUNDA • 2025-12-15