How to best play a vitally important AI infrastructure cog using options
The AI infrastructure trade is no longer just about graphics processing units. As AI clusters get larger, the…
Indian AI stocks to watch: Macquarie
Despite being a global software powerhouse, India has been perceived as a laggard in the artificial intelligence space,…
Hugo Barra’s return to Meta 5 years after exit underscores AI urgency
Hugo Barr, formerly VP of VR at Facebook, has returned to Meta Money Sharma | AFP | Getty…
Nvidia’s Huang pitches AI tokens on top of salary as agents reshape how humans work
Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on…
Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing…
AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on…
It’s wartime, not peacetime for software
This year’s Morgan Stanley Tech, Media and Telecom conference lineup was stacked: Dario Amodei and Sam Altman (both…
Family offices double down on AI as startup fundraising hits record
Laurene Powell Jobs attends the Clinton Global Initiative 2024 Annual Meeting at New York Hilton Midtown on September…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
Nvidia’s earnings beat and other AI news give markets relief — for now
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
This stock has nearly 30% upside as AI data center demand grows, says Goldman
Goldman Sachs believes that demand for high-speed, short-range connectivity in artificial intelligence data centers could support further gains…