Nvidia is cagey and hasn't revealed exactly who its biggest customers are, but Wall Street has read the tea leaves and come ...

There are now as many as 11,000 data centres around the world, according to one estimate. Read more at straitstimes.com.

What did Meta Platforms CEO Mark Zuckerberg say and what does it mean for AI stocks like Nvidia? The post Mark Zuckerberg ...

Advanced Micro Devices (AMD 4.58%), and Micron Technology (MU 0.82%) plunged on news that a Chinese start-up called DeepS ...

Because Nvidia is still growing its revenue rapidly, using trailing earning metrics can give a false impression of where the ...

Piper Sandler's research dated Feb. 4 has revealed a less optimistic outlook for Meta Platforms' position in the artificial intelligence race.

CEO Elon Musk, warming to his burgeoning political brand, is starting a new role in the Trump administration as the director of the Department of Government ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

China outmanoeuvred the US with the launch of DeepSeek. But the US’s biggest tech companies are fighting back in the AI race.

Warren Buffett wrote, "Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily understandable business whose earnings are virtually certain to be ...

For its part, Nvidia called DeepSeek "an excellent AI advancement and a perfect example of Test Time Scaling" but added that the process of using a trained model to make predictions on new data, or ...

CEO Mark Zuckerberg says 2025 could see an even bigger jump in spending. Zuckerberg said in a Facebook post that Meta will spend between $60 billion and $65 billion in capital expenditures in 2025.