Oracle will be able to build capacity while OpenAI pays for it, says D.A. Davidson's Gil Luria

Gil Luria, D.A. Davidson, joins 'The Exchange' to discuss the firm's upgrade of Oracle, Microsoft's positioning in the AI ...

OpenAI Taps Cerebras for GPT-5.3 Codex Spark in Bid to Loosen Nvidia’s Grip

OpenAI launches GPT-5.3 Codex Spark powered by Cerebras chips, signaling a shift from Nvidia reliance and intensifying the AI infrastructure race.