Is Micron Technology the Most Underrated Artificial Intelligence (AI) Play of the Decade?
The buildout of artificial intelligence (AI) infrastructure could be a $7 trillion opportunity. GPU designers are the most…
Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals
Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation…
Foxconn, OpenAI partner on AI hardware manufacturing
(Reuters) -Foxconn will collaborate with U.S.-based OpenAI to design and engineer data center racks, components,​ and other artificial…
Nvidia’s Grip on the AI Chip Business Is Strong, but How Long Can Its Dominance Last?
The large contracts won recently by the likes of AMD and Broadcom suggest that they can capture a…
This Data Center Stock Could Go Parabolic Following Nvidia Earnings
CoreWeave shares plunged when the company said supply chain issues are delaying one project. The stock has been…
Elon Musk Says It’s ‘Mindblowing’ How Much Money Is Being Spent On AI Compute As Google Announces $40 Billion Investment In Texas
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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…