artificial intelligence

Counterpoint Research analyst Kevin Li said NVIDIA Corp (NASDAQ:NVDA) is positioning itself as a full autonomous driving ecosystem player through its "Three Computers and A Five-Layer Cake" strategy, combining AI training, simulation, in-vehicle computing and software tools to support every stage...

Artificial intelligence (AI) is no longer just a Wall Street narrative; it is the definitive engine of the U.S. economy, driving the vast majority of national growth in early 2026. Historic Economic Impact According to the U.S. Bureau of Economic Analysis, real gross domestic product (GDP)...

The Donald Trump administration is reportedly inviting several tech and business leaders to accompany the President on his trip to Beijing next week. Trump Invites CEOs To Beijing The planned invitees include Boeing Co. (NYSE:BA) CEO Kelly Ortberg, Nvidia Corp.‘s (NASDAQ:NVDA) Jensen Huang,...

SpaceX already launches rockets. It already operates one of the world's largest satellite internet businesses, Starlink. Now Elon Musk may be turning it into something else entirely: an AI infrastructure landlord. Anthropic's reported deal to access SpaceX/xAI's Colossus 1 supercomputer in Memphis...

Nvidia Corp (NASDAQ:NVDA) may still be the center of the AI trade. But Wall Street is increasingly starting to chase the layer underneath it. Call it the ‘Nvidia Halo Trade‘ — a small group of infrastructure stocks whose businesses become more important every time Jensen Huang decides...

The European Union (EU) is reportedly considering implementing regulations that would limit its member governments’ use of  U.S. cloud providers for managing sensitive data. The European Commission, the executive arm of the EU, is readying its “Tech Sovereignty Package” for...

Elon Musk once called Anthropic's Claude AI "misanthropic and evil." Now he is leasing the company one of the largest pools of Nvidia Corp (NASDAQ:NVDA) AI compute on Earth. Anthropic has reportedly secured access to SpaceX/xAI's Colossus 1 supercomputer in Memphis, a massive AI cluster built...

In a bid to manage the escalating rivalry in artificial intelligence (AI) between the U.S. and China, both nations are reportedly considering initiating official discussions on the matter. Washington and Beijing are contemplating the inclusion of AI in the agenda for the potential mid-May summit...

Sen. Bernie Sanders (I-Vt.) said the Trump administration appeared to be acknowledging growing concerns over artificial intelligence after a senior adviser suggested new AI systems could require FDA-style safety approval before being released to the public. Trump AI Regulation Shift Sparks Debate...

Billionaire entrepreneur Mark Cuban on Wednesday warned that companies whose leaders fail to understand artificial intelligence could struggle to survive as AI rapidly reshapes hiring, productivity and competition across industries. Cuban Says AI-Literate Companies Will Win In a post on X, Cuban...

Pennsylvania Gov. Josh Shapiro’s administration filed a lawsuit against Character.ai after its AI chatbot allegedly presented itself as a licensed psychiatrist in Pennsylvania. Character.ai is a large language model (LLM) that allows users to engage in conversations with customizable...

For years, Nvidia Corp‘s (NASDAQ:NVDA) dominance in artificial intelligence looked nearly untouchable. The company became the backbone of the global AI boom, powering everything from OpenAI models to hyperscale data centers. But China may now be attempting something much bigger than building...

SpaceXAI has struck a partnership agreement with Anthropic to use all of the compute capacity at SpaceX's data center Colossus 1 in Memphis, Tennessee. "We've agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals...

AI hyperscaler CoreWeave Inc (NASDAQ:CRWV) looks to continue a streak of beating analyst estimates since going public when the company reports first-quarter financial results Thursday after market close. Here are the earnings estimates, analysts’ ratings and key items to watch. • ...

Silicon Valley's latest AI bet is not another chatbot, chip startup, or model company. It is a giant steel orb designed to float in the ocean and run artificial intelligence workloads offshore. That alone says something about where the AI race may be headed. According to a Financial Times report,...