Berkshire Hathaway Owns AI Exposure in 3 Different Ways. Here’s Why That’s Not the Same as Owning Nvidia.
Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) invests in dozens of companies across its $361 billion portfolio. However, the…
South Korea’s ‘AI for All’ Is Great for Chipmakers, but It Will Run Into Wall of Reality
Quick Read South Korea’s 512-GPU ‘AI for All’ program signals real demand for NVDA compute and SKHY memory…
Not Nvidia. Not Micron. This Is My Top AI Infrastructure Stock to Buy Right Now (Hint: It Can Double Within 3 Years)
Nvidia and Micron Technology are among the most important companies in the artificial intelligence (AI) infrastructure ecosystem, providing…
Did Nvidia Just Say Checkmate to AMD and Intel?
Nvidia (NASDAQ:NVDA) has established itself as the artificial intelligence (AI) chip leader, delivering double- and even triple-digit growth…
NVIDIA (NVDA)’s $20 Billion Groq Bet Goes Live This Year With New AI Racks
CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s Groq 3 LPX rack is in full production and will be deployed…
Punching above their weight: how China’s AI giants stretch each dollar in compute race
The massive gap in artificial intelligence spending between US and Chinese tech titans may not buy the advantage…
Broadcom vs. Nvidia: 1 Critical Metric Shows Which Artificial Intelligence (AI) Chipmaker Is the Better Buy After Earnings
Broadcom (NASDAQ: AVGO) and Nvidia (NASDAQ: NVDA) are two of the biggest names in the chipmaking business. While…
AI compute provider Nscale is looking for $3.5B in pre-IPO financing
Nscale, a British AI infrastructure company founded just two years ago, has said it may go public as…
3 Top Quantum Computing Stocks to Buy in September
Quantum computing may be lurking in the shadow of artificial intelligence (AI), but investors should pay special attention…
Wall Street sees nearly 40% upside for one AI chip giant
Most investors know Nvidia as the face of the AI chip trade. Fewer pay the same attention to…
Hock Tan Just Put a $230 Billion Number on Broadcom’s 2028 AI Revenue. That Is 4 Times This Year’s.
For the past three months, the biggest number attached to Broadcom (NASDAQ:AVGO) was CEO Hock Tan’s forecast of…
Michael Burry doubles down on his surprising AI bet
Michael Burry made his name betting against a market everyone else trusted. This time, the market pushed back…