Is the AI arms race slowing down? Microsoft Corp., a leading contender in the artificial intelligence arena, has reportedly ...
An analyst note flagging a possible slowdown by Microsoft in leasing data centre capacity has grabbed the market's attention.
Nvidia CEO Jensen Huang at the Consumer Electronics Show (CES) in Las Vegas, Nevada on January 6, 2025. As Nvidia (NVDA) ...
Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday (Feb ...
Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.
Nvidia (NVDA) will report its highly anticipated fourth quarter earnings after the bell on Wednesday. Analysts and investors ...
According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...
The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.
We recently published a list of 10 AI Stocks on Analysts’ Radar As AI Spending Grows. In this article, we are going to take a ...
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.