Jensen Huang is uber-bullish on the AI revolution. But there are cracks emerging in the AI investment boom narrative.

(Reuters) -OpenAI generated around $4.3 billion in revenue in the first half of 2025, about 16% more than it generated all of ...

In August, Nvidia increased its stock-buyback program by $60 billion, a record for the company, though the move sparked debate on Wall Street over whether a fast-growing company should be pouring so ...

Thinking Machines, the AI startup founded earlier this year by former OpenAI CTO Mira Murati, has launched its first product: Tinker, a Python-based API designed to make large language model (LLM) ...

The U.S. stock market entered the final quarter of the year near record highs, boosted by soaring AI stocks that have become ...

CoreWeave is in turn pouring billions into concrete, steel, and power infrastructure, and investors cheer every new megawatt as if it automatically increases the company’s value. CoreWeave’s stock ...

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.

CoreWeave has agreed to provide Meta Platforms with up to $14.2 billion in computing capacity through 2031, marking one of ...

South Korea's top presidential adviser, Kim Yong-beom, said on Wednesday OpenAI was seeking to order 900,000 semiconductor ...

What does Cerebras Systems, the first successful waferscale computing commercializer and a contender in the race to provide ...

UiPath used its Fusion 25 stage to shift automation from one-off tasks to orchestrated systems. New tools for documents and testing, plus pre-built industry solutions, frame its case for agentic ...

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