China's Moonshot AI is in early-stage talks with Microsoft, Amazon, and Alphabet's Google to host its Kimi K3 model under revenue-sharing agreements, seeking up to 30% of generated revenue, according …
Chinese AI startup Moonshot AI is in talks with Microsoft, Amazon, and Alphabet's Google to host its Kimi K3 model on Azure, AWS, and Google Cloud under revenue-sharing deals, with Moonshot seeking up…
Alphabet (GOOGL) may benefit if OpenAI faces a 'Netscape moment,' according to Henry Blodget, former Wall Street analyst and founder of Business Insider, writing in his new venture Regenerator. Blodge…
Nvidia's networking business generated nearly $15 billion last quarter, up from roughly $3 billion per quarter two years ago, and is expected to approach $17 billion when the company reports earnings …
The ten largest companies in the S&P 500 now account for roughly 40% of the index's weight, nearly all AI-adjacent tech firms such as Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta, and Broadcom, me…
Israel's national grid operator Noga reported 100 new data center proposals nationwide, driven by AI and cloud computing demand, with projects planned at sites owned by IKEA, BIG, and Rami Levy. The s…
China's Moonshot AI is in early-stage talks with Microsoft, Amazon Web Services, and Alphabet's Google to host its Kimi K3 model under revenue-sharing agreements, seeking up to 30% of revenue from K3-…
Nine major tech companies—Alphabet, Amazon, Meta, Microsoft, Oracle, Nvidia, Broadcom, AMD, and SpaceX—have accumulated approximately $3.1 trillion in off-balance-sheet commitments tied to AI infrastr…
Microsoft is Brazil's top employer for 2026, according to TIME and Statista's annual ranking, which surveyed 900,000 employees across Brazil. The top four employers are all U.S. tech companies, includ…
Amazon.com Inc. (NASDAQ: AMZN) is positioned as a sleeper winner in the AI boom, with AWS reporting its fastest growth in 18 quarters and AI and chip businesses each clearing a $25 billion run rate, a…
NVIDIA introduced the Jetson Orin Nano 2 robotics computer for entry-level edge AI, offering 78 trillion operations per second of AI compute, 8GB of memory, and an 8-core Arm CPU, with double the infe…
Nvidia Corp. has warned its largest customers that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb, according to a repo…
GF Securities forecasts Google's Tensor Processing Unit shipments will rise to 8.84 million units by 2027, up from 2.76 million in 2024, with 2.854 million in 2025 and 4.504 million in 2026. Alphabet'…
Bitwise Asset Management launched Automated Token Portfolios (ATPs), which use Coinbase's tokenized U.S. stocks to offer automated, rebalanced portfolios of AI, robotics, and tech stocks directly in c…
NVIDIA announced the Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, delivering 2x the inference performance of its predecessor in the same form factor while consuming 40% less po…
The Investing for Beginners Podcast co-hosts Andrew Sather and Stephen Morris ranked five AI stocks by margin of safety, favoring structural chokepoints in the semiconductor and infrastructure tiers o…
Alphabet's Google on Tuesday expanded its Gemini Enterprise platform with Gemini Enterprise for Legal, a dedicated offering for law firms that integrates with legal software and includes AI agents for…
Alphabet's Google on Tuesday expanded its Gemini Enterprise AI platform with new tools for lawyers and law firms, aiming to help legal professionals manage routine and complex work while keeping data …
Oracle, Alphabet, and Amazon are positioned to benefit from accelerating cloud revenue growth tied to the AI infrastructure buildout, according to 247wallst.com. Oracle reported Q4 FY2026 EPS of $2.11…
Jim Cramer said on CNBC's Mad Money on August 24 that the AI data center trade is under attack and may never be the same, with local political backlash in Pennsylvania and Texas threatening the sector…