OpenClaw ChatGPT moment sparks concern AI models becoming commodities
People queue to have their laptops install with OpenClaw, an open-source AI assistant at the Baidu headquarter in…
Inside FedEx effort to deliver AI training to over 400,000 workers
For the close to half-a-million workers at FedEx, a major AI journey is underway. The logistics giant is…
US charges Super Micro employees with smuggling Nvidia chips to China
The U.S. Attorney’s Office for the Southern District of New York has charged associates of an unidentified U.S.…
Why the CPU is taking center stage
Nvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026. Marc…
A closer look at Nvidia’s $20 billion bet on tech for a new AI chip
On the day before Christmas, when few stocks were stirring, a pricey and pivotal transaction jolted the AI…
This AI server stock is set for a 50% rally, according to Bernstein
Dell Technologies is set to become a beneficiary of emerging artificial intelligence use cases, according to Bernstein. The…
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…
Loop Capital thinks this chip manufacturer could more than double on an AI ‘super cycle’
Astera Labs is among the best-positioned companies to benefit from increasing artificial intelligence builds, according to Loop Capital.…
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,…
Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip…
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…
Buy Dell as AI server business gains momentum, says Barclays
The artificial intelligence server business will drive Dell Technologies shares higher, according to Barclays. The bank upgraded the…