Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.
Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.
It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. No one wants to go to ...
Trump administration officials are exploring additional curbs on the sale of Nvidia Corp. chips to China, according to people familiar with the matter.
Nvidia is launching its next-gen RTX 5090 and RTX 5080 GPUs today, but it’s also releasing an exciting update for existing RTX GPU owners. A new GPU driver (572.16) allows you to force DLSS 4 inside ...
OpenAI and Microsoft reportedly have evidence of DeepSeek using GPT data to train its own AI models. More details here.
Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...
Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...
Both Meta and Microsoft committed to huge investments in artificial intelligence, despite new Chinese software outperforming American rivals at a lower cost.
It's not going to be easy to buy a new RTX 50 Series GPU at launch, but I'm watching the best retailers with listed stock ...
Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great ...
The spending spigots are still wide open Meta Platforms and Microsoft are two of the so-called hyperscalers who are [plowing tens of billions of dollars into artificial intelligence]( ...