News archive.
Earlier AI news and analysis, kept for reference. Current coverage lives in News & Analysis.
Nvidia and Anthropic stocks rise as June market slump eases
Nvidia and Anthropic outperform broader market downturn in June. What investor positioning and earnings expectations mean for AI hardware and frontier model companies.
Nvidia CEO Says Marvell Headed for $1 Trillion Valuation
Jensen Huang projects Marvell could join the trillion-dollar club, signaling confidence in the chipmaker's AI data center strategy and competitive positioning.
Pimco: Fed Rate Bets, Not AI Hype, Drive Treasury Yields
Bond giant Pimco attributes recent Treasury yield moves to Federal Reserve policy expectations, not artificial intelligence enthusiasm. Here's what it means for rate forecasts.
Nvidia CEO: Pay Workers as Much as Possible
Jensen Huang told Nvidia employees compensation should be maximized, a rare explicit stance from a major tech leader on wage policy amid ongoing industry hiring competition.
Marvell stock jumps after Nvidia CEO bets $1 trillion on AI chip demand
Nvidia CEO Jensen Huang predicted a $1 trillion market opportunity, lifting semiconductor stocks including Marvell. What the forecast means for chip makers competing in the AI infrastructure race.
Arm Targets $15B AI Chip Revenue Earlier Than Planned
Arm's CEO says the company may hit its $15 billion AI chip revenue goal ahead of schedule. The projection reflects rising demand for processor designs powering data center and edge AI workloads.
Tencent plans WeChat AI agent as stock climbs on expansion bet
Tencent is launching an AI agent within WeChat, the company's 1.3B-user messaging platform. The move signals renewed focus on consumer AI after months of enterprise-only pushes.
Alphabet to raise $80B for AI, Berkshire invests $10B
Alphabet is securing $80 billion to fund AI infrastructure and research, with Berkshire Hathaway committing $10 billion. Details on timing, deployment targets, and how this reshapes Google's competitive position.
Microsoft to show new PC and cloud AI tools at developer conference
Microsoft is expected to unveil new personal computer hardware and cloud-based AI capabilities at its developer event. The announcements could signal the company's strategy for competing in enterprise AI infrastructure.
HPE stock jumps 30% on AI infrastructure demand surge
Hewlett Packard Enterprise reported a stellar quarter driven by surging demand for AI infrastructure. Here's what the stock surge signals about enterprise hardware spending.
Nvidia CEO says chip supply won't limit AI growth this year
Jensen Huang told investors Nvidia has manufacturing capacity to meet demand despite tight supply chains. What this means for GPU availability and your AI infrastructure budget.
Nvidia's Huang names Marvell next trillion-dollar company
Jensen Huang called Marvell Technology a future trillion-dollar company at an industry event. The endorsement sent Marvell shares higher but offers no new product or financial details.