The AI infrastructure buildout is accelerating across semiconductors, cloud computing, and software applications. Identifying which companies will dominate five years from now is nearly impossible, ...
Sundar Pichai is pushing Google hard into the center of the AI fight, and the pressure is now pointed straight at Jensen ...
A wide range of semiconductor firms remain positive on supply and demand dynamics heading into 2026, according to BNP Paribas ...
The data center project planned for Tucson and Marana seems to have lost its key benefactor as AI investors are looking askance at sky-high valuations and limited results. Supply and demand could be ...
When it comes to artificial intelligence (AI) stocks, Nvidia ( NVDA 3.27%) seems unstoppable. Despite rising by nearly 1,500% ...
The United States is taking a striking step in its technological battle with China. The Trump administration gives chip manufacturer Nvidia permission to supply specific AI chips to Chinese ...
Advanced Micro Devices has long been one of Nvidia's top competitors, but now there's renewed competition from some of Nvidia ...
1dOpinion
RIP American Tech Dominance
Several experts told me that Chinese companies are even with or slightly ahead of their American counterparts when it comes ...
The “Architects of AI” were named Time’s person of the year Thursday, with the magazine citing 2025 as when the potential ...
Oracle has pushed back the completion dates for some of the data centers it is developing for OpenAI to 2028 from 2027, ...
Instead of a single person Time magazine names, Karandeep Anand and Sriram Krishnan ‘Architects of AI’ as its person of the ...
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