The Buffett Indicator surpasses 222% as NVDA and TSLA lead a rally, signaling potential trouble ahead in a market where equities exceed twice the size of the economy, prompting caution and a focus ...

Billions have poured into AI, helping stock valuations soar, but the cracks are starting to show. Slowing adoption, surging ...

Major AI-linked companies, so called "Magnificent Seven" including Nvidia, Microsoft, Amazon, Apple, Alphabet, Tesla, and ...

Under the five-year agreement, IREN will supply Microsoft with access to NVIDIA GB300 GPUs through its vertically integrated ...

Companies go all-in on agentic AI, Perplexity and Amazon battle over AI and e-commerce, Nvidia can’t sell Blackwells in China ...

In a strategic shift that redefines the cloud AI landscape, OpenAI has entered a monumental multi-year partnership with ...

Nvidia stock was volatile on Thursday after Chief Executive Jensen Huang cautioned that Chinese chipmakers are rapidly ...

There are two competing forces in IT, and they are at play during the GenAI era as much as they have ever been during prior eras in the datacenter. One is ...

A lot of Indian professionals at global tech firms come from lesser-known colleges, reflecting a major shift toward ...

Amazon Web Services & OpenAI have created a seven-year partnership that provides OpenAI with immediate access to hundreds of ...

GPU clouds and so-called neoclouds—have stormed the market and drawn investor interest. But this market holds many risks.

While there are concerns that the AI bubble could pop, we’re not buying into it. In fact, as pointed out by Rich Duprey, ...