Oracle and other AI stocks tumbled on Thursday after the company reported surging expenditures related to its AI data center ...
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Nvidia staffer called Microsoft's cooling system for Blackwell GPUs 'wasteful,' internal email shows
An internal memo, obtained by Business Insider, assessed Microsoft's deployment of cutting-edge GPUs.
Nvidia has denied a report claiming that China’s AI startup DeepSeek used banned Nvidia chips, saying there is no evidence to ...
The company's data center segment remains its primary growth driver.
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Nvidia employee says Microsoft's cooling system for Blackwell GPUs 'wasteful', company responds
An Nvidia employee flagged Microsoft's data center cooling for its new Blackwell GPUs as "wasteful." While Microsoft uses ...
President Trump’s move fulfills a major goal of the chipmaker. But the move faces opposition in Washington — and uncertainty ...
The AI trade remains intact as Nasdaq weakness signals consolidation, value rotation builds, and long-term AI budgets grow.
Nvidia shares jumped about 2% after President Trump approved H200 AI chip sales to China with a 25% revenue share to the US. The move restores access to a market that once drove 20–25% of Nvidias data ...
Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. There has been one company at the very center of the AI trade this year. That is none other ...
The fight for power in the US has turned into a wild race as AI development speeds up and pushes electricity demand to levels ...
US stocks fell on Monday as Wall Street awaited the Federal Reserve's final policy meeting of the year, while the deal drama ...
S&P 500, Dow Jones, Nasdaq -- will have a crucial Monday test on December 15 as the U.S. jobs report for November is due on ...
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