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Shares of Super Micro Computer are trading marginally lower Tuesday. The market is anticipating the company's Q4 earnings ...
The implications are far reaching. DeepSeek’s breakthrough prompts a complete rethinking of how AI infrastructure is ...
Dan Niles backs Microsoft and Nvidia for Q2 earnings, citing strong AI momentum, fundamentals, and growth potential.
Some critics of AI claim that the technology already demonstrates consciousness, while its defenders say such innovations are ...
A massive AI data center proposed near Cheyenne, Wyoming, would use more electricity than all homes in the state combined.
In April, 2025, Demis Hassabis, the Nobel Prize-winning CEO of Google DeepMind, appeared on the US television show 60 Minutes and suggested that all diseases could be curable with the help of ...
Today a confluence of factors argue that the key tail risk that may not be priced in is not just a cyclical recovery, but a boom,” BofA Research analysts write.
OpenAI and Oracle have announced they will develop an additional 4.5 gigawatts of data center capacity, expanding their ...
ChatGPT maker OpenAI was awarded a $200 million contract to provide the U.S. Defense Department with artificial intelligence tools, the Pentagon said in a statement on Monday. "Under this award ...