Albion Financial Group's Jason Ware shares his view on AI stocks and highlights that hyperscalers are the winners given the current AI boom regardless of U.S. government's China policy.

Nvidia stock briefly touched a new record Tuesday following a high-profile speech from its billionaire leader Jensen Huang, but surprisingly reversed quickly to a significant daily loss, headlining a surprise stark selloff across technology stocks.

At CES 2025 in Las Vegas, the company announced that it is making openly available a family of world models that can predict and generate “physics-aware” videos. Nvidia is calling this family Cosmos World Foundation Models, or Cosmos WFMs for short.

Nvidia Chief Executive Jensen Huang said on Tuesday that MediaTek will be able to sell the desktop central processor chip the two companies unveiled this week and that Nvidia has undisclosed plans for the chip.

A wide-ranging product presentation by chief executive Jensen Huang failed to propel the artificial intelligence chipmaker to new heights.

Chipmaker Nvidia has unveiled new technology for gamers and creators at CES 2025. Founder Jensen Huang announced Nvidia's GeForce RTX 50 Series desktop and laptop GPUs.

The Dutch government said it is holding talks with Nvidia Corp and Advanced Micro Devices Inc. regarding support for the construction of an artificial intelligence facility in the Netherlands.

AI was everywhere at the consumer electronics show, promising everything from self-driving cars to more Copilot+ laptops.

While the world has largely recovered from the chip shortage of 2020 to 2023, only 26% of organisations that rely on them currently feel that their supply is sufficient.