The days of tech giants buying up discrete chips are over. AI companies now need GPUs, CPUs, and everything in between.

Short interest in the technology ETF has hit new highs, alongside record levels of put buying, amid ongoing narratives of AI disruption to software firms. The narrative shift centers on SaaS ...

Americans are living in parallel AI universes. For much of the country, AI has come to mean ChatGPT, Google’s AI overviews, ...

The golden age of unbridled spending on AI software might be behind us, as vendors say it’s a lot harder to make a sale than it used to be.

Shares of E2E Networks rose up to 20% on February 18 as Nvidia said the firm is building an Nvidia Blackwell GPU cluster on its TIR platform ...