The Next Platform2h
Skepticism About AI Use Does Not Yet Negate The Appetite For AI Hardware
People – and when we say “people” we mean “Wall Street” as well as individual investors – sometimes have unreasonable ...
Nvidia: The One Catalyst No One's Pricing In
Nvidia Corporation's integration of hardware and software in AI and serverless computing makes it a strong buy. Click for the ...
Google's big AI-spending plans are boosting chip stocks like Nvidia
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...
Every Nvidia Investor Should Keep an Eye on This Number
DeepSeek upended investor thinking about artificial intelligence (AI) capital spending. There's one number to watch when ...
Arm’s ‘Monster’ Valuation Put to Test as DeepSeek Angst Lingers
Arm Holdings Plc has fared better than most semiconductor stocks in the days since DeepSeek sparked concerns about the ...
Alphabet says it has its first customer running Nvidia's Blackwell chips
Alphabet CEO Sundar Pichai said that the internet ad giant's relationship with Nvidia remains strong and it has the first customer using Blackwell. "Just last week we were the first to announce a ...