Nvidia, hot off the festivities of its big GTC conference last week in San Jose, dominates the GPU market with a roughly 95 ...
FY24 revenue soared 36%, driven by AIP's 54% growth. With AI demand surging, Palantir’s earnings are set to grow 50% CAGR.
Oracle has signed an agreement with AMD to develop a cluster of 30,000 AMD MI355X GPUs. The company revealed that it had signed an agreement in Q3 2025 with the chipmaker during its earnings call ...
Nvidia is in talks to acquire server rental company Lepton AI. According to a report from The Information, citing unnamed ...
Just over two years into the generative AI boom, CoreWeave is the first startup in the space to test the IPO market.
AMD stock fell 8%, underperforming the S&P 500.AMD's Data Center and Client segments are growing robustly. Read here to know ...
We have crunched the numbers and here is our best estimates about Amazon’s share price through the rest of the decade.
Micron has become one of the most important players in the artificial intelligence (AI) races over the past two years. While ...
But as most long-term investors know, sell-offs are often opportunities to buy shares of great companies at more attractive ...
Morgan Stanley's Mike Wilson sees a meaningful rotation back into U.S. stocks, and he sees one beaten-up group as a winner.
The dot-com bust left behind a glut of unused fiber that was latter dubbed “dark fiber.” Is the AI buildout headed for the ...
Meta Platforms earns revenue through partnerships involving its Llama artificial intelligence models, according to a newly ...