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.

We recently published a list of 10 AI News and Ratings Too Important to Miss. In this article, we are going to take a look at where Lam Research Corporation (NASDAQ:LRCX) stands against other AI news and ratings too important to miss.

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

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.

The dependency dance between AI pioneer OpenAI and the Microsoft Azure cloud and the application software divisions of its parent company are fascinating

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 ...

Semiconductor stocks outpaced the S&P 500 ... The recently announced Stargate project funded by OpenAI, SoftBank, Oracle and MGX is an example. Stargate is slated to pour $500 billion into AI ...

DeepSeek, a Chinese startup that's throwing tech valuations into chaos and challenging U.S. dominance in the field with an open-source model that they say they developed for a fraction of the cost of competitors.

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

Like OpenAI’s o1 (formerly known as Strawberry ... Gartner said the global AI semiconductor industry will reach $114,048 in 2025. Gartner predicted the power required for data centers to ...

The Trump administration has a difficult balancing act ahead of it with regards to regulating the sale of U.S.-developed AI chips to China.

Broadcom is well-positioned to benefit from DeepSeek’s advancements in AI. See why AVGO stock could outperform as big tech focuses on efficient custom chips.