Microsoft and Meta AI Splurge Still Not Enough for Nvidia
The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Nvidia’s Agentic AI Agenda At CES Was Smart, But It Could Go Further
The GPU giant laid out a very smart approach to agentic AI earlier this month at CES, but it could do more to clarify its ...
It's not just Nvidia: These under-the-radar winners of the AI revolution have been hit by DeepSeek mania
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got ...
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DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US tech
NVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
China just redefined the global AI race—with massive implications for OpenAI, Nvidia, and foreign policy
Silicon Valley’s initial advantage in LLMs evaporated quickly despite export controls, writes AI expert Gary Marcus.
Tech stocks tank as a Chinese competitor threatens to upend the AI frenzy; Nvidia sinks nearly 17%
Wall Street’s superstars tumbled as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve ...
Nvidia reels after China’s AI breakthrough
Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence ...
Nvidia Supplier Advantest Lifts Outlook on Continued AI Spending
Advantest Corp. raised its annual forecast above analyst estimates on strong demand for chip testers, a move that may allay ...