Giroux also has a portfolio underweight to Nvidia (NVDA) on concerns about growth in the company's Blackwell 200 chipset sales. Instead, he favors Advance Micro Devices (AMD) because the thinks it ...

CEO Sundar Pichai reaffirmed the company pledge to invest about $75B to build out data center infrastructure. The comments ...

CEO Sundar Pichai reaffirmed the company’s massive capital AI (artificial intelligence) spend despite the ongoing turmoil ...

Alphabet is diving headfirst into 2025 with a bold $75 billion investment in AI infrastructure, unfazed by trade tantrums and ...

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