Nvidia dominates AI infrastructure with 94% market share, robust margins, and a $3-4T GPU TAM, balancing strong growth and ...

Nvidia and Palantir have been big winners in the AI trade, but Wall Street expects one of the stocks to decline in the next ...

Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have ...

The country has been a critical market for the AI chipmaker but the company is entangled in geopolitical tensions and is ...

Nvidia and Intel have joined forces in a partnership that will reshape the future of AI PCs and cloud AI infrastructure, ...

Nvidia is the classic pick-and-shovel investment. It sells the necessary infrastructure, consisting of its popular GPUs, as well as its CUDA programming platform, for customers to develop AI ...

About 85% of users use Facebook, so Meta Platforms is still a single-product company, but at least some users are expanding ...

MMLU-Pro holds steady at 85.0, AIME 2025 slightly improves to 89.3, while GPQA-Diamond dips from 80.7 to 79.9. Coding and agent benchmarks tell a similar story, with Codeforces ratings rising from ...

The future lies in human-centric supercomputing, systems that deliver immense computational power through intuitive, secure ...

Nvidia CEO Jensen Huang has cautioned that China is catching up rapidly in the semiconductor race, arguing that the United ...

DeepSeek introduces its experimental V3.2-Exp model with sparse attention technology. The innovation promises to process long ...