Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
The transformative power of artificial intelligence (AI) is undeniable. A recent McKinsey & Company research report estimates ...
Global chip stocks slumped Monday on DeepSeek revealing it had developed AI models that nearly matched American rivals ...
Retired Intel CEO Pat Gelsinger said "the markets are getting it wrong" Monday after investors triggered a sell-off in ...
More AI competition will make it hard for Big Tech to generate the oligopoly-like profit margins that investors hope for.
Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, ...
Have American tech companies completely misunderstood what they should do with Large Language Models? It certainly looks that ...
Amodei says the breakthrough actually cost billions, emphasizing that AI development remains resource-intensive despite ...
ASML stock rose nearly 6% premarket after the Dutch semiconductor equipment company posted better than expected fourth ...
With demand for AI accelerators still booming and AMD's market share small, there should be plenty of room for the company to ...
Share prices of E2E Networks and Netweb Technologies, which specialize in AI cloud compute and related services, have ...
TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" ...