Stock selection in the financials, consumer discretionary, communication services and information technology sectors drove ...

Artificial intelligence (AI) is one of those transformational technologies that's hard to miss. Every technology company ...

Microsoft is planning $80 billion on AI capital expenditures in 2025. Other companies are following with large commitments. These capital expenditures should benefit Nvidia in 2025, although its ...

Microsoft-backed OpenAI (MSFT), the maker of ChatGPT, is looking to reduce its reliance on chipmaker Nvidia (NVDA) by ...

Meta Platforms, the parent company of Facebook, is reportedly in discussions to acquire South Korean artificial intelligence ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two ...

Kenneth Fisher's 13F portfolio grows to $251B in Q4 2024, with top holdings in Apple, Nvidia, Microsoft, Amazon, and Alphabet ...

This training-focused chip will be used as a strategic tool to strengthen OpenAI’s negotiating leverage with other chip suppliers. If all goes smoothly, the company will be able to mass-produce its ...

OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia for its chip supply by developing its first generation ...

There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.

OpenAI recruited a team of 40 engineers to develop the processor, recruiting former Google chip designer Richard Ho to head ...