Anthropic's CEO attributes recent compute constraints to an 80-fold increase in demand during the first quarter. The company is working to address these challenges as it...
Jim Cramer emphasizes that cloud providers must aggressively invest in AI infrastructure, as major clients are already seeking capacity and will move to competitors if facilities...
Elon Musk's ambitious Terafab chip manufacturing facility in Texas is estimated to cost between $55 billion and $119 billion, according to recent filings. The project involves...
Jim Cramer argues that the recent trend of investors selling Microsoft to chase newer AI stocks is temporary, maintaining his hold on the tech giant due...
Markets rally on peace hopes with Iran and Disney's strong quarterly results, while Spirit Airlines begins its shutdown process.
AMD CEO Lisa Su attributes a 15% stock surge and revised forecasts to surging CPU demand driven by agentic AI, with data center growth leading the...
Uber shares jumped 10% after the company reported a quarterly revenue miss but provided stronger-than-expected booking guidance for the next quarter, driven by robust delivery growth...
Nvidia and Corning are collaborating on three new optical fiber manufacturing facilities in the U.S., aiming to boost AI infrastructure efficiency and create thousands of jobs.
Strategy Corp. shifts from its 'never sell' bitcoin policy to actively manage its balance sheet, aiming to increase bitcoin per share value amid a $12.5 billion...
As China’s AI competition intensifies, SenseTime is shifting toward multimodal AI, lower-cost models and overseas expansion to remain competitive, co-founder Lin Dahua said.