Not Nvidia. Not AMD. This Semiconductor Giant Will Be the Ultimate Winner of the Artificial Intelligence (AI) Hardware Race.
Predicting which company will be the ultimate winner in artificial intelligence (AI) isn’t easy. One may say it…
Amazon.com (AMZN) Triples AI Chip Orders As Robotaxi Supplier Network Expands
Amazon.com (NasdaqGS: AMZN) is expanding its partnership with Nvidia and has moved to triple its orders of Nvidia…
I’d Rather Bet on AI’s Electric Bill Than Its Chips. Here’s Why.
Who is winning the artificial intelligence (AI) chip war? Right now, it looks like Nvidia (NASDAQ: NVDA). But…
Nvidia’s CFO Just Explained Why the AI Boom Is Eating Its Gross Margin — and It’s a Green Light for Micron
Nvidia’s (NASDAQ: NVDA) fiscal 2027 second-quarter earnings report was less of a quarterly update than it was a…
Wall Street is turning Nvidia’s AI chips into a new futures market: Chart of the Day
AI spending keeps getting bigger. Figuring out how to price it is still surprisingly hard. Nvidia (NVDA) put…
Billionaire Stanley Druckenmiller Is Quietly Loading Up on Healthcare Stocks — Here’s What His New Positions Reveal
Billionaire Stanley Druckenmiller, who runs the Duquesne Family Office hedge fund, has been loading up on healthcare stocks.…
Neocloud Lambda secures $1B in debt to buy more chips
Lambda, an AI cloud company that buys computing chips and rents them out to businesses, has raised $1…
2 Premier Artificial Intelligence (AI) Stocks That Can Plunge Up to 63%, According to Select Wall Street Analysts
The evolution of artificial intelligence (AI) has been the lead catalyst responsible for lifting the benchmark S&P 500…
Asia’s AI boom papering over underlying rust-belt economies
Walk through any major electronics hub in Shenzhen, Seoul or Taipei right now, and the neon glare of…
Zhipu AI shares jump as viral Ox Alpha model revealed as GLM-5.3-Flash on Chinese chips
China’s Zhipu AI has launched its latest open-weight model, GLM-5.3-Flash – previously code-named Ox Alpha – saying that…
Nvidia Has Been in Talks to Buy Hugging Face for More Than $13 Billion
Nvidia has been in talks to acquire Hugging Face, the popular AI platform for sharing and building with…
Nvidia doubles revenue, forecasts even more AI spending
Nvidia’s biggest customers – Amazon, Microsoft, Alphabet and Meta – are on track to spend roughly US$800b on…