When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...
U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
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DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US techNVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
A major tech stock sell-off ensued Monday as the debut of DeepSeek rattled investors. Nvidia, Alphabet, and Microsoft were ...
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...
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