Where Will Nvidia Stock Be in 10 Years?
Nvidia’s hardware and software play central roles in AI development, and it’s rolling out new products that bring…
Nvidia’s Internal Emails Reveal Software Sales Hurdles
Nvidia is navigating some growing pains as its enterprise software sales team onboards massive clients in highly regulated…
The ‘Big Short’ investor betting $1 billion against the AI bubble says Meta and Oracle’s accounting is hiding the brutal truth
That’s how Jim Morrow, founder and chief investment officer of Callodine Capital, describes the eventual – inevitable –…
AMD Soars On Robust Revenue Forecast
Topline AMD’s stock jumped by more than 9% on Wednesday after CEO Lisa Su said revenue could grow…
Beyond Models and Compute: Big Tech’s AI Moves
Models, compute and infrastructure dominate AI headlines, but the deeper transformation is unfolding quietly behind them. This week’s…
Is China about to win the AI race?
Hello and welcome to Eye on AI…In this edition: Is China about to win the AI race?…AI reasoning…
SoftBank’s $5.8 billion Nvidia stake sale stirs fresh AI bubble fears
By Aditya Soni (Reuters) -SoftBank Group’s $5.8 billion sale of its Nvidia stake jolted stock markets on Tuesday,…
China’s Moonshot claims to build models with fewer high-end AI chips than US rivals use
In a three-hour-long “ask me anything” session on Reddit on Monday evening, a Moonshot AI representative with the…
Why new model of China’s Moonshot AI stirs ‘DeepSeek moment’ debate
Beijing-based Moonshot AI, a start-up valued at US$3.3 billion and backed by Chinese tech giants like Alibaba Group…
Has Palantir Technologies Become a Better Artificial Intelligence (AI) Stock to Buy Than Nvidia?
Palantir Technologies (NASDAQ: PLTR) is coming off yet another strong quarterly result, where it not only beat expectations…
Can Rigetti Computing’s (RGTI) NVIDIA Partnership Reshape Its Edge in Quantum-AI Integration?
Rigetti Computing recently announced its collaboration with NVIDIA to support NVQLink, an open platform enabling integration of AI…
Nvidia CEO Jensen Huang clarifies ‘China will win AI race’: That’s not what I said, what I said was …
Nvidia CEO Jensen Huang has clarified his previous remarks that China will win the AI race with the…