Nvidia (NVDA) stock has clearly been Wall Street’s biggest AI winner, but Morgan Stanley feels it has much more room to run.

After a sharp downturn in 2023, the semiconductor industry rebounded in 2024 and is now firmly in an AI-driven growth phase.

This hardware sat quietly in the background while most of the attention was focused on algorithms and data. Google’s decision ...

Nebius rents AI-optimized data center capacity (including dense Nvidia GPU clusters, liquid-cooling solutions, high-power ...

In the third quarter, hedge fund manager Philippe Laffont trimmed his position in Nvidia and added to his stake in ...

Amazon EC2 Trn3 UltraServers powered by AWS's first 3nm AI chip help organizations of all sizes run their most ambitious AI ...

Artificial Intelligence - Catch up on select AI news and developments from the past two weeks or so. Stay in the know.

Amazon Web Services has revealed more information about its AI Factories – full-stack AI infrastructure that sits inside a ...

These three stocks cover the essential layers of AI infrastructure. Nvidia dominates training and high-performance inference. Microsoft delivers enterprise deployment and platform scale. AMD provides ...

OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat ...

The Physical AI Fellowship provides robotics and AI developers with access to MassRobotics, AWs, and NVIDIA resources and ...

Dedicated AWS AI infrastructure deployed in customers’ existing data centers helps organizations rapidly develop and deploy ...