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

Microsoft Corporation is upgraded to Buy due to a strong moat and revenue growth with a 36% upside to $545 fair value. Read ...

Spark, a lightweight real-time coding model powered by Cerebras hardware and optimized for ultra-low latency performance.

OpenAI has launched GPT-5.3-Codex-Spark, a lightweight real-time coding model that promises faster output, lower latency, and ...

OpenAI launches GPT‑5.3‑Codex‑Spark, a Cerebras-powered, ultra-low-latency coding model that claims 15x faster generation speeds, signaling a major inference shift beyond Nvidia as the company faces ...

ChatGPT Pro subscribers can try the ultra-low-latency model by updating to the latest versions of the Codex app, CLI, and VS Code extension. OpenAI is also making Codex-Spark available via the API to ...

“Codex-Spark is the first step toward a Codex that works in two complementary modes: real-time collaboration when you want ...

OpenAI races to prove it can turn 800 million users into a sustainable business — through ads, enterprise and even a slice of ...

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We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...