When Will the AI Perpetual Motion Machine Come to a Halt?
Author | Song Wanxin Editor | Zhang Fan In the past two months, OpenAI has been actively engaged…
Nvidia’s AI empire: A look at its top startup investments
No company has capitalized on the AI revolution more dramatically than Nvidia. Its revenue, profitability, and cash reserves…
Nvidia, AMD Stocks Tumble as U.S. Senate Targets AI Chip Exports to China
This article first appeared on GuruFocus. Oct 10 – Shares of two Semiconductor giants, Advanced Micro Devices (NASDAQ:AMD)…
Nvidia Tops New AI Inference Benchmark
Nvidia has taken the top spot in a new artificial intelligence benchmark, with its latest Blackwell chips delivering…
Wall Street tumbles to its worst day since April after Trump threatens more tariffs on China
A monthslong calm on Wall Street shattered Friday, and U.S. stocks tumbled after President Donald Trump threatened to…
China Tightens Chip Import Checks, Expands Crackdown To Nvidia AI Chips
This article first appeared on GuruFocus. China is tightening control over semiconductor imports and Nvidia (NASDAQ:NVDA) is once…
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 —…
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…