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…
The ‘Big Short’ Guy Just Bet $1.1 Billion Against AI Giants—And Markets Are Still Absorbing It
Michael Burry, the investor (of “The Big Short” fame) who correctly predicted the 2008 housing crisis, disclosed a…
5 Top Artificial Intelligence Stocks to Buy in November
Nvidia and Broadcom are building computing units to power the AI arms race. Taiwan Semiconductor is a key…
AI Superstars Nvidia and Palantir Are Teaming Up. Here’s Which Stock I’m Buying Now.
Nvidia’s GPUs are integrating Palantir’s software platform. Palantir’s stock has a premium price tag on it. Nvidia is…
Microsoft to Send 60,000 Nvidia AI Chips to UAE Data Centers
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) said it will supply more than 60,000 advanced Nvidia (NVDA)…