Chinese AI firm DeepSeek has emerged as a potential challenger to U.S. AI companies, demonstrating breakthrough models that ...

Stocks tumbled Monday with the tech-heavy Nasdaq Composite down sharply as Chinese artificial-intelligence startup DeepSeek ...

Dylan Patel, the well-respected analyst at SemiAnalysis, claims the company has a 50,000 GPU H100 cluster, a number also ...

Nvidia was down nine percent in pre-market trading, with Meta and Microsoft, which has also made a big bet on AI in recent years, both seeing their shares fall by four percent. Dutch semiconductor ...

Oracle, driven by AI and cloud, projects a 15% stock price CAGR potential over five years, and a fair valuation amid a ...

Earlier this week, the US government unveiled plans to spend up to $500 billion on AI infrastructure under a project ...

The fast-growing popularity of the Chinese artificial intelligence software hit shares in tech giants like Nvidia, as Silicon ...

Kevin Weil talks about why OpenAI, SoftBank and Oracle are planning a massive investment in A.I. infrastructure in the U.S.

For anyone wanting to train an LLM on analyst responses to DeepSeek, the Temu of ChatGPTs, this post is a one-stop shop. We’ve grabbed all relevant sellside emails in our inbox and copy-pasted them ...

Donald Trump has announced the 500 billion US dollar AI data center. However, only OpenAI is set to benefit from this.

US President Donald Trump's $500 billion AI data-center project, Stargate, could be powered in part by solar and energy ...