Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT) have collectively committed nearly $3 trillion to AI ...
The Chosun Ilbo on MSN
Custom Chips Challenge NVIDIA's AI Dominance
Like Windows in the PC era, the OS (operating system) driving the AI (artificial intelligence) era.” This sentence defines ...
“Fears of an AI Bubble are way overstated in our view,” Wedbush analyst Dan Ives wrote in a note last week. The Nvidia ...
The point being that while demand for Blackwell is "off the charts," this only tells part of the story. Demand for Nvidia's ...
The GPU leader delivered better-than-expected results, and its guidance suggests that its impressive growth is not over.
(Artificial Intelligencer is published every Wednesday. Think your friend or colleague should know about us? Forward this ...
Sharp swings in financial markets have left investors reeling in recent weeks, as questions about a potential artificial ...
Hedge fund billionaire Peter Thiel sold his entire stake in Nvidia and started a position in Microsoft during the third ...
The dollars being committed to AI infrastructure are dizzying, as are the market cap increases for those companies spending ...
Alibaba and ByteDance are among the tech firms training their newest large language models in Southeast Asian data centres, the report said, citing two people with direct knowledge of the matter ...
"Who is going to leverage the proper tools out there to accomplish the job in the most efficient, effective and cost-based area? That's key," Bob Venero said.
Nvidia , the world's most valuable company, has gone on the defensive against skeptics of its $4.5 trillion valuation, down ...
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