AI companies can’t figure out if the Trump tariffs are about to decimate them – and the fact that no one has a clear answer ...

Microsoft has paused data center development and negotiations in multiple locations, citing tariff announcements and concerns ...

By bringing Ampere into the fold alongside Arm and Graphcore, SoftBank is building more than chips—it’s building leverage. As ...

The median US technology stock is undervalued, with a reasonable margin of safety. We see hardware as the most undervalued, with semis and software also skewing attractive.

The big news in the world of venture and artificial intelligence obviously has been OpenAI's massive $40 billion investment ...

Both Nvidia (NVDA -7.62%) and Broadcom (AVGO -10.45%) have been big beneficiaries of the huge investments in artificial intelligence (AI) hardware, which explains why the share pr ...

Apple, Amazon, and other tech companies reliant on global supply chains stand to lose the most from President Trump’s trade ...

With custom chips and billions in investment, this high-stakes infrastructure battle could shape the future of AI.

Chinese companies including ByteDance, Alibaba Group and Tencent Holdings have placed at least $16 billion in orders for ...

Artificial intelligence group MLCommons unveiled two new benchmarks that it said can help determine how quickly ...

OpenAI CEO Sam Altman described the awe-inspiring usage of ChatGPT’s new image generation tool a few days ago as “biblical.” His use of religious terminology fits the moment.The money that Altman, ...

Microsoft (MSFT) may be buying fewer AI chips for OpenAI than previously expected, while the weak performance of CoreWeave ...