AMD Is Targeting Nvidia’s AI Lead — It All Hinges on Doing This 1 Thing
AMD AMD (AMD) targets $100B in data center revenue by 2030 with a 35% compound annual growth rate.…
The $15 Trillion AI Shock And China’s Threat to US Valuations
24/7 Wall St A broad AI market unwind could erase 10 to 15 trillion dollars in valuation if…
The AI Boom Is Hitting a Cash Crunch
BongkarnThanyakij / Getty Images Meta (META) issued $30B in financing for a Louisiana data center. Meta carries $37B…
OpenAI Asks US to Expand Chips Tax Credit to AI Data Centers
Construction at the Stargate AI data center in Abilene, Texas in September. (Bloomberg) — OpenAI has asked the…
Why OpenAI went into crisis PR mode Thursday
Sarah Friar, OpenAI’s CFO, sparked backlash this week with a comment about government support for building AI infrastructure.…
Did Nvidia Secure Its Artificial Intelligence (AI) Dominance With This Move?
A key reason Nvidia dominates the AI chip market is its strong control over the supply chain. A…
How Vertiv’s AI Infrastructure Partnership With NVIDIA Is Changing Its Investment Story (VRT)
Vertiv recently announced its gigawatt-scale reference architectures for the NVIDIA Omniverse DSX Blueprint, enabling faster and more flexible…
AI-Led Investments Are Driving US Economic Growth
(Bloomberg) — There’s no official read on how fast the US economy grew last quarter, thanks to the…
AI mania tanks CoreWeave’s Core Scientific acquisition — it buys Python notebook Marimo
Core Scientific shareholders on Thursday voted down an all-stock acquisition offer from partner and competitor CoreWeave that was…
This Magnificent Artificial Intelligence (AI) Stock Can Soar Higher After Skyrocketing 140% in 2025
The healthy demand for memory chips has led to a sharp jump in the revenue and earnings of…
Could Advanced Micro Devices Become the New Growth Story in AI Chips?
When investors talk about artificial intelligence (AI) chips, they often mention Nvidia (NASDAQ: NVDA). It’s the world’s largest…
Trump Administration Moves to Accelerate AI Power Hookups
Fiber optic data cables. Photographer: Andrey Rudakov/Bloomberg (Bloomberg) — The Trump administration is pushing regulators to dramatically accelerate…