Stephen Roach thinks the outcome of the AI race between China and the US will likely come down to which government invests ...

The buzz surrounds Microsoft's cloud momentum and aggressive AI strategy. Over the past year, Microsoft has invested heavily ...

The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles ...

Advanced Micro Devices is positioning itself for inference, which is predicted to be the larger TAM compared to training.

Meta Platforms is reshaping the AI landscape by raising the cost for top researchers. Only a few companies will be able to ...

AI positivity drove Alphabet's shares to new heights, but Musk's "rough quarters" warning saw Tesla's share price slump ...

President Trump said he hadn’t heard of NVIDIA before learning about its AI dominance, but later praised CEO Jensen Huang as ...

While markets clearly reflect the belief that the United States is ahead in the AI arms race, early leadership does not mean victory – especially when it comes to innovation. The winner will most ...

U.S. President Donald Trump highlighted the need for developers of artificial intelligence models to operate under a common ...

Investors who haven't owned tech stocks like Nvidia, Microsoft, and Apple over the past decade have likely underperformed the ...

As investors applaud Nvidia (NASDAQ:NVDA) and its top boss Jensen Huang on becoming the first company to surpass a $4 ...

Amazon Braket expands its quantum hardware lineup, allowing users to choose between IQM's 20-qubit Garnet and the 54-qubit ...