Alphabet CFO Anat Ashkenazi says AI demand outpaces supply, driving massive investments in data centres and advanced GPUs to ...
The holy grail is an AI system so seamless, intuitive, and personalised that users will willingly embed Meta, Alphabet, or ...
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
Google parent Alphabet, Amazon, Meta, and Microsoft have all deepened their AI commitments for the fiscal year 2025.
Nvidia is cagey and hasn't revealed exactly who its biggest customers are, but Wall Street has read the tea leaves and come ...
Wall Street is buying what CEO Mark Zuckerberg is selling. There are reasons for this optimism - and reasons to question it.
There are several reasons I'm still buying Nvidia shares, including the fact that the stock is priced pretty cheaply from a P ...
Artificial intelligence (AI) investing experienced a shakeup at the end of January with the release of DeepSeek's R1 model.
A record $1.8 trillion market capitalization shows shareholders are buying the CEO’s optimism, but there are reasons to ...
DeepSeek is a fairly new Chinese artificial intelligence (AI) company. Beginning as part of Liang Wenfeng's quantitative ...
Advanced Micro Devices (NASDAQ: AMD), and Micron Technology (NASDAQ: MU) plunged on news that a Chinese start-up called ...
Piper Sandler's research dated Feb. 4 has revealed a less optimistic outlook for Meta Platforms' position in the artificial intelligence race.