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AI, Google and NVIDIA

Google's big AI-spending plans are boosting chip stocks like Nvidia

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek shakeup disrupting the AI narrative.

Barron's on MSN · 1d

Nvidia Stock Rises. Why AMD, Alphabet Earnings Are Boosting the AI Chip Maker.

Nvidia was gaining early on Wednesday after Google-parent Alphabet committed to spending on artificial-intelligence infrastructure and rival Advanced Micro Devices’ AI chip revenue disappointed. Nvidia shares were up 0.

Android Headlines on MSN · 1d

Google expects to spend $75 billion in 2025 to boost AI

Google announces spending $75 billion in 2025, with most of it likely reserved for AI. The company further wants to accelerate its progress with the announced capital expenditures

AI, AMD

Reuters on MSN · 1d

AMD's AI chip revenue miss hits shares amid pressure from Nvidia

By Kanchana Chakravarty and Zaheer Kachwala (Reuters) -Advanced Micro Devices shares tumbled 8% on Wednesday after the company's AI chip revenue failed to meet analysts' high expectations, underscoring its struggle to grab market share from well-entrenched market leader Nvidia.

MarketWatch on MSN · 1d

AMD stops giving AI-chip revenue forecast. History says that’s not a great sign.

AMD did not break out a specific revenue number or forecast for its AI chips, a move that is bothering investors.

Fortune on MSN · 1d

AMD shares drop as data-center sales disappoint Wall Street despite AI chip growth

AMD shares fell by nearly 9% in after-hours trading, but the chipmaker is talking up a strong second half to 2025.

The Golden Age Of Customized AI Chips

Nvidia’s AI GPUs have long been the standard for training large-language AI models in centralized data centers, thanks to ...

3don MSN

DeepSeek Shocked the AI Market Last Week. Here's Why Nvidia's Latest Move Should Crush the Panic.

This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...

Interesting Engineering on MSN2h

A paradigm shift? The view from China on DeepSeek and the global AI race

DeepSeek has shown that China can, in part, sidestep US restrictions on advanced chips by leveraging algorithmic innovations.

2don MSN

Senators urge tougher chip controls to stymie Chinese AI advance

Republican Josh Hawley and Democrat Elizabeth Warren blame Silicon Valley for export-ban loopholes that China’s AI chatbot ...

2don MSN

Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy Button?

If DeepSeek does make AI software more widespread, that could drive more uses and boost demand for Nvidia's chips. Following ...

24/7 Wall St. on MSN1h

Advanced Micro's AI Outlook Shows Impact of Being Late to the Game

Semiconductor leader Advanced Micro Devices (NASDAQ:AMD) just underscored the adage, he who hesitates is lost. The chipmaker ...

Forget Tariffs. Trump Faces A Monumental U.S.-China AI Chip War Decision For Nvidia And The World.

President Trump’s TikTok-for-tariffs deal ultimately hinges on a cease-fire in the U.S.-China AI chip war. The consequences ...

6don MSN

Trump meets with CEO of AI chipmaker Nvidia

The meeting comes amid broad anxiety about the success of a Chinese artificial intelligence app called DeepSeek.

6don MSN

Nvidia CEO meets with Trump as administration weighs new limits on chip exports to China

Startup DeekSeek is highlighting advances in China's AI industry. The Trump administration is weighing new restrictions on ...

MarketWatch2d

Does DeepSeek spell doomsday for Nvidia and other AI stocks? Here’s what to know.

That’s the big question on the minds of investors Monday, given the newfound attention on DeepSeek, a Chinese AI app that ...

3 Best Artificial Intelligence (AI) Stocks to Buy in February

Artificial intelligence (AI) investing experienced a shakeup at the end of January with the release of DeepSeek's R1 model.

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