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NVIDIA launched Dynamo 1.0, an open source AI inference platform boosting NVIDIA Blackwell GPU performance by up to 7x, driving cost efficiency and widespread adoption by cloud providers, AI firms, a…
NVIDIA launched the Vera Rubin platform with seven new chips in full production, enabling scalable, efficient AI infrastructure across all AI phases, positioning NVDA as a leader in the generational …
NVIDIA unveils the Alpamayo AI model family and Vera Rubin platform with six new AI chips, aimed at autonomous vehicles and AI supercomputing; Vera Rubin-based products and BlueField-4 data processor…
Microsoft announced partnerships with Cognizant, Infosys, TCS, and Wipro to accelerate adoption of Agentic AI, boosting its growth potential in AI-driven enterprise services.
OpenAI appoints Slack CEO Denise Dresser as chief revenue officer, boosting enterprise sales amid rapid growth backed by Microsoft, signaling strong business expansion.
Alphabet (GOOGL) is increasing production of its TPUs, supported by strong AI demand from Meta and cloud providers. This shift may boost suppliers like Broadcom and Lumentum while presenting modest h…
Morgan Stanley raised Microsoft’s price target to $625, citing Azure cloud momentum and AI integration with OpenAI, naming MSFT a top pick and highlighting broad analyst buy consensus and upside from…
OpenAI board chair Bret Taylor called today's AI excitement a bubble yet said AI will transform the economy, comparing it to the dot‑com era and citing long-term winners like Amazon and Google.
Barclays reaffirmed an Overweight rating on Amazon, citing Anthropic-driven AI lift to AWS (about 100bps in Q2, potentially 400bps later). Risks include competition from OpenAI/GPT-5 defaults and Bed…
D.A. Davidson says Alphabet's TPUs and DeepMind could unlock massive value, citing strong adoption and upcoming Ironwood chips; Nvidia remains dominant but faces emerging competition in AI accelerato…
AWS grew 18% to $30.8B in Q2 and launched a NZ region with NZ$7.5B investment, boosting AI and regulated-industry demand while AWS expands global footprint amid strong Microsoft and Google Cloud comp…