The White House is pushing major tech firms to generate their own power as AI data center expansion accelerates. Amazon,…
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The Nvidia rival AMD is positioning itself for what it believes will be an AI hardware cycle to the tune…
Gavin Baker’s tech-focused hedge fund has sold off its holdings in Meta (META) and AMD (AMD) while rotating aggressively into…
The hedge fund managed by billionaire Bill Ackman unloaded more than a billion dollars in Alphabet (GOOGL), while splurging on…
Billionaire Stanley Druckenmiller’s Duquesne Family Office is shifting course as the firm makes a huge bet in one AI giant…
Billionaire investor Chamath Palihapitiya says the AI race can be boiled down to a simple equation, while Apple largely stays…
Banking titan JPMorgan Chase is massively trimming its exposure in the AI trade, dumping billions of dollars worth of Mag…
The hedge fund founded by billionaire Ray Dalio is unloading hundreds of millions of dollars in hyperscalers Alphabet (GOOGL) and…
BlackRock has poured more than a trillion dollars into seven of the largest technology names in the world. In its…
Google, Meta, Amazon and three other Big Tech firms have announced hundreds of billions of dollars in capital expenditure (CapEx)…