Browsing Tag
OpenAI
229 posts
Cognizant Q1 2026 results show AI margin push as CTSH faces demand pressure
Cognizant has AI momentum, but demand is softening. Project Leap may decide whether bookings convert into durable margin expansion.
Brussels orders Google to open Android to rival AI assistants in DMA interoperability draft
Google reserved Android's AI hooks for Gemini. Brussels now wants rival assistants to run native tasks too, with binding measures due within six months.
Why Goldman Sachs still sees $160bn in IPO proceeds despite fewer expected listings
Fewer IPOs, same $160bn target. Goldman Sachs’ reset shows why 2026 listings may depend on mega-deals. Read the full analysis.
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
Related Digital secures $16bn Oracle data center financing as Blackstone deepens AI infrastructure push
AI needs compute, but compute needs capital and power. Oracle’s $16 billion Michigan campus shows where the next bottleneck is forming.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Why Cerebras’ IPO filing looks less like a chip listing and more like an AI infrastructure wager
Cerebras has filed for an IPO after a massive OpenAI deal. Read why the filing matters for AI chips, inference economics, and public market appetite.
Microsoft (MSFT) steps into OpenAI’s abandoned Stargate Norway slot with 30,000 Vera Rubin chip rental from Nscale
Microsoft has taken the Norwegian data centre capacity OpenAI branded as Stargate Norway, renting 30,000 Nvidia Vera Rubin chips from Nscale in Narvik. Read the analysis.
Sam Altman home attack suspect arrested after reported threats at OpenAI headquarters
A suspect was arrested after a Molotov cocktail attack at Sam Altman’s San Francisco home and later threats at OpenAI headquarters. Read the full report.
TCS Q4 FY26 results: Profit up 12%, record $40.7bn deal wins and AI revenue cross $2.3bn
TCS Q4 FY26 results beat expectations with â‚ą13,718 crore profit, $12bn TCV and $2.3bn annualised AI revenue. What it means for NSE retail investors watching the stock.