Arm’s Role Widens In AI PCs And Data Centers With Nvidia
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QCOM Stock Slides Premarket: Qualcomm’s Dragonfly AI Push Gets Overshadowed By Nvidia’s Computex Blitz
QCOM fell 7% premarket despite unveiling Dragonfly, its new AI data-center brand. Qualcomm said it will provide more…
AI is turning energy into the hottest business in America
Illustration: Sarah Grillo/Axios. Stock: Getty Images The AI boom is pushing companies across the economy — from tech…
AMD Taiwan AI Bet Tests Long Term Data Center Ambitions
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Every Big Tech Company Is Solving AI the Same Way. This Stock Is Solving It Differently.
The artificial intelligence (AI) playbook is familiar by now: Build a bigger GPU cluster. Add more Blackwell chips.…
Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation
Quick Read Microsoft (MSFT) reported Q1 capex of $30.88B (+84.4% year-over-year), Alphabet (GOOGL) spent $35.67B (more than double…
Musk says SpaceX did not commit to long-term Colossus lease with Anthropic
May 28 (Reuters) – SpaceX CEO Elon Musk said on Thursday the IPO-bound company had only agreed to…
The Advancement Of Agentic AI Faces ‘Critical Physical Bottlenecks’ And It’s Not Memory Or Chips, Goldman Sachs Says
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I Squared bets on AI inference with $225 million data center buy from Cogent
May 26 (Reuters) – Investment manager I Squared Capital on Tuesday said that it has bought 10 data…
A Once-in-a-Generation Opportunity: 5 Artificial Intelligence (AI) Stocks Primed for Massive Upside
Investing opportunities like artificial intelligence (AI) don’t come around all that often. With the major data center infrastructure…
Qualcomm Tenstorrent Interest Puts AI Data Center Ambitions In Focus
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Institutional investors boosted holdings of AI infrastructure plays during first quarter
By Suzanne McGee PROVIDENCE, Rhode Island, May 15 (Reuters) – Institutional investors were eager buyers of stocks in…