The billion-dollar infrastructure deals powering the AI boom
It takes a lot of computing power to run an AI product — and as the tech industry…
US Senate passes measure that limits Nvidia and AMD’s AI chip exports to China
The bipartisan legislation was easily approved in a vote late on Thursday. It is designed to bolster US…
Satya Nadella seems to be reminding everyone, including OpenAI CEO Sam Altman, how Microsoft is ‘uniquely position’ as they have …
Microsoft CEO Satya Nadella shared a video on social media platform X (formerly known as Twitter) which shows…
While OpenAI races to build AI data centers, Nadella reminds us that Microsoft already has them
Microsoft CEO Satya Nadella on Thursday tweeted a video of his company’s first deployed massive AI system —…
Is Broadcom the Next Nvidia?
Broadcom has made real gains in artificial intelligence chipmaking. Several prominent analysts have raised their price targets as…
High stock valuations bring back memories of dotcom exuberance
Listen to this article By Chibuike Oguh and Suzanne McGee Summary: – Analysts compare the AI stock surge to the 1990s…
Can These Chips Dethrone Nvidia?
This article first appeared on GuruFocus. Intel Corp. (NASDAQ:INTC) is taking another shot at redemption. After months of…
Nvidia Stock Breaks New Record After Cantor Hikes Price Target to $300
This article first appeared on GuruFocus. Oct 9 – Nvidia (NASDAQ:NVDA) climbed more than 2.5% to a record…
Nvidia-backed Reflection AI raises $2 billion in funding, boosts valuation to $8 billion
(Reuters) -Reflection AI, a startup backed by Nvidia, said on Thursday it has raised $2 billion in a…
Nvidia’s Jensen Huang Says AI Demand Is Up ‘Substantially’ This Year, and Still Growing
Leon Neal / Getty Images Nvidia CEO Jensen Huang said Wednesday his only regret is not investing more…
Nvidia CEO Huang reports surging AI-driven demand for computing
Nvidia CEO Jensen Huang said on Wednesday that demand for computing power has surged this year as artificial…
Top analyst on concerns about Nvidia fueling an AI bubble: ‘We’ve seen this movie before. It was called Enron, Tyco’
A top Wall Street analyst has sounded an alarm over the U.S. equity bull market, warning that its…