Big Tech will lean heavily into AI agents in 2025. And if the technology works as promised, it could make some tedious tasks a lot easier.
Some stocks could soon face a reality check. Shares in Palantir and Arm Holdings look too expensive compared to company fundamentals. However, while early investors made millions from both companies,
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since the comments.
Satya Nadella, Microsoft's CEO, and believed to be a big customer of Nvidia was talking about abundant chip supply in a recent interview.
Apple and Microsoft are closer than Nvidia to reaching a market cap of $4 trillion. Nvidia's new Blackwell GPU platform could provide the spark to catapult it past those two tech giants. It's the time of year for making predictions about the coming new year.
Nvidia and AMD’s participation in xAI’s funding round means they are directly financing a rival to their major customers.
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
The vast majority of Nvidia’s coveted AI chips were bought by just a handful of the largest tech companies.
Apple is closing in on a historic $4 trillion stock market valuation, powered by investors cheering progress in the company's long-awaited AI enhancements to rejuvenate sluggish iPhone sales, Reuters reported.
Could Nvidia stock fall by about 50% to levels of around $65 in the near term from the roughly $130 level it is at currently? We believe this is a real possibility. Nvidia has seen its business boom,
Microsoft has emerged as the dominant player in the acquisition of Nvidia's Hopper chips. According to estimates from technology consultancy Omdia that were reported in the
Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.