Nvidia confronts increasing competition as AI inference emerges as new frontier
Nvidia faces rising competition in AI inference as rivals like DeepSeek, Cerebras, and Big Tech firms target the growing ...
How ‘inference’ is driving competition to Nvidia’s AI chip dominance
Rivals focus efforts on how AI is deployed, in their efforts to disrupt the world’s most valuable semiconductor company ...
Wall Street Breakfast Podcast: Oracle Dips Despite Backlog Growth
Oracle targets fiscal 2027 revenue growth of 20%. Tesla had its worst day since 2020 after deliveries expectations slashed.
Microsoft's OpenAI "tech bromance" dodges UK merger probe — as it builds in-house models and tests DeepSeek in Copilot to break away from the ChatGPT maker
After investigating Microsoft's partnership with OpenAI, the UK’s Competition and Markets Authority (CMA) says it's not a ...
The Stock Market Selloff Has Been Savage. Why It’s More Blip Than Crisis and 5 Other Things to Know Today.
Delta slashes its guidance amid sinking consumer confidence, Tesla’s Elon Musk feels the heat from multiple sides, and more ...
Market movers: Stocks seeing action on Tuesday - and why
After one of the worst single day sell-offs in its history, shares of Tesla Inc. ( N/A ) were higher as U.S. president Donald ...
OpenAI’s Transparency Problem : Why Microsoft is Seeking New AI Allies
OpenAI and Microsoft’s partnership faces challenges as transparency issues and competition reshape the AI industry.
Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts
Oracle shares are down after disappointing Q3 results. Analysts maintain ratings, but lower price targets and highlight ...
Analysis-If Europe builds the gigafactories, will an AI industry come?
The European Commission is raising $20 billion to construct four "AI gigafactories" as part of Europe's strategy to catch up ...