Beyond GPUs: Nvidia’s Next AI Profit Engine May Be Even Larger
Wall Street is eyeing a new growth leg for Nvidia beyond its dominant AI GPUs. Wedbush Securities says the company’s...
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Meta’s Surprise Pivot: Leasing Its AI Compute to Enter the Cloud Game
Meta Platforms is preparing to sell excess AI computing power, a sharp turn for a company that historically shunned the...
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AI leaders say demand is near-limitless even as chip stocks gyrate
AI suppliers and data-center builders report demand that continues to outstrip capacity, even as investors whipsaw chip stocks over concerns...
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Tech Titans Pile On $350 Billion in Debt to Power a $725 Billion AI Buildout
America’s largest cloud and internet platforms have stacked on roughly $350 billion in new borrowing over five years to finance...
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AI competition pivots from building the biggest models to cheaper, smarter, model-routing systems
After years of one-upmanship on model size and benchmark scores, the AI contest is shifting to cost, control and where...
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Meta shares log strongest week since early 2024 as investors rally around its AI roadmap
Meta shares jumped 6% Friday and 15% for the week, marking their best weekly gain since early 2024, after the...
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Palo Alto Networks’ Nikesh Arora says AI token prices need a 90% cut to make enterprise rollouts viable
Palo Alto Networks CEO Nikesh Arora warned that AI token prices must fall by as much as 90% for broad...
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JPMorgan Tests AI Portfolio Managers That Outrun 60/40 in Simulations
JPMorgan Chase has built experimental AI-driven investing agents that switch between stocks and bonds based on market conditions and, in...
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AI windfalls and SpaceX’s blockbuster IPO turbocharge a private-jet buying and charter boom
A wave of AI-driven wealth and SpaceX’s record $85.7 billion IPO is spilling into private aviation, accelerating purchases and charters...
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SK hynix Taps AI Frenzy With $26.5 Billion Nasdaq Listing
SK hynix priced a $26.5 billion U.S. offering of American depositary shares at $149 apiece, in one of the largest...
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