Tech companies are planning to spend hundreds of billions of dollars on AI infrastructure, and investors can take advantage ...

I think vendor financing has a pretty spotty history, frankly. It’s been a feature of past bubbles that we’ve seen. NVIDIA Corp (NASDAQ:NVDA) is basically giving hundreds of millions here.

Stargate, a $500 billion AI infrastructure initiative that is central to Washington's push for dominance in the field, has ...

Despite soaring valuations and claims of how AI will reshape workplaces, real-world deployments and industry sentiments sound ...

OpenAI CEO Sam Altman reportedly visited TSMC to develop a custom AI chip, a move that could reduce reliance on NVIDIA.

Nvidia shares surged to a record, lifting its market cap above $4.5 trillion as AI spending accelerates. The company will take a stake in OpenAI and build massive GPU-powered data centers with Oracle ...

Samsung and SK Hynix secure deals to supply chips and equipment for Microsoft-backed OpenAI's Stargate project, while Samsung ...

James Anderson ’s early bets on Nvidia, Tesla and Amazon turned Edinburgh-based Baillie Gifford into an unlikely star of tech investing. He returned to full-time investing in 2023 with the backing of ...

According to the Financial Times, the computing capacity could cost nearly $600 billion, with about $350 billion potentially going to Nvidia for its advanced chips used to train and deploy AI models.

Samsung Electronics and SK Hynix have signed letters of intent to supply memory chips for OpenAI's data centers, as South ...

Samsung Electronics and SK Hynix have signed letters of intent to supply memory chips for OpenAI's data centers, they said on ...

The chip maker’s investments into its own ecosystem are being criticized by some for resembling bubble behavior, but they ...