Amy Hood's steady, simple response to the upheaval caused by news of a low-cost, competitive AI rival offers a model for how ...
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 ...
DeepSeek is causing havoc throughout the AI industry. U.S.-based tech companies that have heavily invested in AI saw their ...
Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be ...
Microsoft will report its fiscal second-quarter results after Wednesday's closing bell, with investors focused on all things ...
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility ...
Chinese AI firm DeepSeek has emerged as a potential challenger to U.S. AI companies, demonstrating breakthrough models that ...
Chinese startup DeepSeek has been taking the AI industry by storm with a new chatbot rivaling ChatGPT and Gemini that uses a ...