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SCHOOL TIES: President Donald Trump has escalated his campaign against American universities again, with Harvard leading the way.
AT&T Inc.'s $5.75B Lumen deal offers minimal impact and distracts from growth. Click for my updated look at T stock and why I ...
Nvidia's stock price has been fueled by Big Tech’s spending on its AI chips, with Microsoft spending roughly 47%.
In our opinion, the data reminds investors and practitioners that AI hype does not equal budget immunity. While earlier data documented robust intent to invest, the C-suite view presented above ...
Bloomberg estimates that Microsoft spends roughly 47% of its capital expenditures directly on Nvidia’s chips and accounts for nearly 19% of Nvidia’s revenue on an annualized basis.
"CoreWeave exists because Nvidia wants it to exist," said an analyst describing how the chipmaker aims to pressure cloud ...
US stocks stumbled Wednesday as bond yields continued to climb, putting pressure on equities as Wall Street fretted about the ballooning US debt while Republican leaders aimed to ready President Trump ...
Earlier today we published a deep dive on Perplexity’s financials. The three-year-old startup’s AI powered search engine has ...
Nvidia Corp. Chief Executive Officer Jensen Huang outlined plans to let customers deploy rivals’ chips in data centers built ...
While Nvidia remains the clear leader in the most advanced AI chips, competitors and partners alike are racing to develop ...
Nvidia is keen to shore up its place at the heart of the artificial intelligence boom, at a time investors and some ...