Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...

Google Cloud is now offering VMs with Nvidia H100s in smaller machine types. The cloud company revealed on January 25 that ...

Quantum computing, long relegated to the realm of theoretical, feels like it is back on the agenda as a potentially viable ...

Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.

Nvidia (NVDA) was added to the Tactical Outperform list at Evercore ISI on Monday ahead of its fiscal fourth-quarter results, ...

Google parent Alphabet said it plans to invest $75 billion in capital expenditures this year, as it joins Big Tech rivals in ...

It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy ...

DeepSeek's entry into the AI market triggered a ripple effect, with a potential major impact on chipmakers. Shares of Nvidia, ...

For a slew of AI chip companies chomping to dethrone Nvidia, DeepSeek is the opening ... “Each time we made compute more performant and made it lower cost, the market got bigger, not smaller ...

The inferencing compute that this will ... For instance, if Google’s Gemini, running on custom silicon, outperforms OpenAI using Nvidia GPUs, it would have a substantial negative impact on ...

The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their “bigger is better” competitive orientation.