Additionally, the company sees strong growth persisting. "We currently have visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of ...
It’s not just OpenAI that looks overhyped. There’s a whole mountain of sketchy financial engineering underneath.
Record sales, a strong financial forecast, and CEO Jensen Huang’s impassioned arguments on his company’s earnings call ...
On this episode of “Uncanny Valley,” guest Brian Merchant walks us through a historical framework he used to analyze whether ...
At a board meeting in late 2022, Lisa Su, chief executive of chip designer Advanced Micro Devices, announced that she was ...
Nvidia Corporation delivered strong Q3 '26 earnings, beating expectations and restoring confidence in the AI sector. Learn ...
It is a time of superlatives in the tech industry, with historic profits, stock prices and deal prices. It’s enough to make ...
Michael Burry is warning of an AI bubble, pointing to a chart showing U.S. capex-to-GDP ratios hitting levels last seen ...
That's good news for Linux because Valve announced a new console, the Steam Machine, that will be released in 2026. The Steam Machine will be powered by Linux and the KDE Plasma desktop environment.
Nvidia has announced record revenue for the third quarter of fiscal year 2026. The AI chipmaker reported $57 billion in ...
Major macro trends are creating powerful tailwinds that the market is overlooking. Read here for an analysis of two ...
AI’s hot streak is cooling as experts see a correction—not a collapse—driven by slow adoption, rising costs and shaky ROI.