Silicon Valley’s been rattled by a low-cost Chinese AI – with the start-up claiming its DeepSeek technology can emulate the performance of ChatGPT, at a fraction of the cost. Its launch shook share ...

Silicon Valley needs to respond to Wall Street about AI when it reports quarterly results, but it doesn’t need to panic.

Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. No one wants to go to ...

While Meta surges on AI success despite DeepSeek concerns, Microsoft stumbles on cloud growth. How are these tech giants betting billions on AI's future?

Trump administration officials are exploring additional curbs on the sale of Nvidia Corp. chips to China, according to people familiar with the matter.

OpenAI and Microsoft reportedly have evidence of DeepSeek using GPT data to train its own AI models. More details here.

Retail investors bought a net $562 million of Nvidia stock on Monday, the largest single-day inflow in at least 10 years, ...

Microsoft, MSFT, CEO Satya Nadella is expected to talk about DeepSeek, Stargate, Azure, Copilot, AI, GenAI and more on the ...

It's not going to be easy to buy a new RTX 50 Series GPU at launch, but I'm watching the best retailers with listed stock ...

Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great ...

When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market ...