The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.
Wall Street ended up on relief Meta and Microsoft kept their AI spending plans even amid mixed earnings. Next up, Apple ...
When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...
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 ...
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...
The cause of investors’ panic was DeepSeek, an obscure Chinese hedge fund turned AI startup that has blown analysts away with ...
In today's video, I discuss the recent updates impacting Nvidia (NASDAQ: NVDA) and other AI stocks after the volatility ...
A major tech stock sell-off ensued Monday as the debut of DeepSeek rattled investors. Nvidia, Alphabet, and Microsoft were ...
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
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DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US techNVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US ...
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