Looking to 2026, investors debate cutting AI exposure or doubling down to ride a potentially game-changing boom Read more at The Business Times.
The AI computing market looks strong heading into 2026.
Advanced Micro Devices has long been one of Nvidia's top competitors, but now there's renewed competition from some of Nvidia ...
Alphabet, Microsoft, and Amazon are spending heavily on their cloud computing divisions. Meta Platforms and Nvidia are the ...
Tech giants are engaged in a massive global AI infrastructure capex spree, set to cross $400 billion in 2025, driven by the ...
Opinion
China’s AI Chip Deficit: Why Huawei Can’t Catch Nvidia and U.S. Export Controls Should Remain
Executive SummaryOn December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by approving the sale of Nvidia H200 chips—the ...
Tech giants spent trillions securing AI capabilities in 2025, while SA saw major telco consolidation and fintech IPOs reshape ...
While pure plays like IonQ and Rigetti Computing get most of the attention, investors can gain exposure to quantum computing ...
Instead of unleashing a round of celebrations, OpenAI’s CEO, Sam Altman, in an internal memo declared a “code red” general ...
With AI so central to recent market gains, the obvious question is whether the current cycle resembles the dotcom bubble ...
Oracle also reported $523 billion in future contracts, up 14.94% from the $455 billion it reported in September, when it ...
From a product offering standpoint, Nvidia has owned the data center space since the artificial intelligence (AI) buildout ...
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