Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

Other big technology companies have been boisterous in their courtship of the new administration. But Nvidia and Microsoft ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend ... Who will benefit from this spending? You guessed it: Nvidia (NASDAQ: NVDA). The AI chip champion is lining up to increase supply ...

Importantly, other Wall Street analysts seem to be thinking along similar lines. Despite the DeepSeek news, Nvidia still has ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend ... This is fantastic news for their suppliers such as Nvidia. The majority of spending on these new AI data centers will be going ...

DeepSeek's breakthrough in efficiency has received widespread acclaim from the US tech industry, including its AI ...