The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
But will Nvidia continue to outperform Microsoft in 2025? Let's find out.
In an apparent response to the attention on a new AI model out of China, Microsoft CEO Satya Nadella posted online ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence ...
U.S. stocks recovered some ground on Tuesday after getting hammered by fears over China's DeepSeek AI model built on a ...
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent semiconductor market updates. To learn more, check out the short ...