Citi Research global head of technology and communications Heath Terry says the recent weakness in some AI chip names is…
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Billionaire Paul Tudor Jones is pouring hundreds of millions of dollars into AI-related plays, while significantly trimming his stakes in…
Anthropic is committing to one of its largest infrastructure expansions as demand for its AI systems accelerates. The company says…
Brad Gerstner’s tech-focused investment firm is close to abandoning a premier data center play while deploying hundreds of millions of…
Anthropic is preparing one of the largest single AI infrastructure deployments ever disclosed, bypassing hyperscalers to directly control its own…
A top semiconductor strategist at Bank of America says the AI buildout is still in its early innings and could…
BlackRock CEO Larry Fink is unveiling five tech stock names that he believes are positioned to be winners in the…
Broadcom CEO Hock Tan says the rise of generative artificial intelligence could add trillions of dollars a year to global…
OpenAI has signed a landmark deal with Broadcom (AVGO) to develop 10 gigawatts of custom AI accelerators, marking another bold…
Melius Research says the next leg of the artificial intelligence trade is widening beyond chipmakers, with legacy tech firms gaining…