Huang sees the AI industry as a “five-layer cake” requiring total industrial reinvention, with Nvidia’s chips a particularly crunchy part of the recipe.

OpenAI CEO Sam Altman said the startup doesn’t want federal guarantees for its datacenters or a bailout if it fails, laying out what he thinks the government’s role should be in America’s AI ...

Pure-play power infrastructure providers like Applied Digital, Cipher Mining, Core Scientific, Galaxy Digital, and TeraWulf offer superior risk-adjusted returns over neocloud providers in AI ...

PTC'26 opened with familiar fanfare about the scale of the global AI build-out. But between the lines, there was a bracing ...

CoreWeave is becoming integral to AI infrastructure build-out. CoreWeave's growth is a compelling reason to buy the stock, but there is one glaring red flag that investors can't afford to miss. Are ...

The use of artificial intelligence is exploding, with companies across Wall Street testing out ways to benefit. AI is, basically, just a really high-powered computer program. Companies like Nvidia are ...

At a recent all-hands meeting, Google's head of AI infrastructure, Amin Vahdat, said the company has to race to build out compute capacity in order to meet demand. Vahdat said Google bolsters its AI ...

When Meta announced capital expenditure projections last year, the company made it known that it planned to spend big to build out capacity for its AI business. “We expect that developing leading AI ...