The global semiconductor sector has lost some of its swagger and value so far in 2025, with potentially damaging issues piling up. As usual, the numbers tell the story. Year to date, the benchmark ...

Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.

Nvidia (NVDA) will report its highly anticipated fourth quarter earnings after the bell on Wednesday. Analysts and investors ...

The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.

According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...

Microsoft Corporation, Alphabet Inc Class A, Apple Inc, Amazon.com Inc. Read ValueWalk (Dave Kovaleski)'s latest article on Investing.com ...

Chinese AI startup DeepSeek has reopened access to its API after halting service for nearly three weeks due to capacity ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

Chinese AI startup DeepSeek (DEEPSEEK) is pushing for an early launch of its new large language model, following its global ...

When a company like NVIDIA becomes the preferred option for most AI labs for hardware and rises to the status of the world’s ...

An analyst note flagging a possible slowdown by Microsoft in leasing data centre capacity has grabbed the market's attention.

Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday (Feb ...