Artificial Intelligence

Stay up to date with the latest developments, breakthroughs, and real world applications of Artificial Intelligence. Explore how AI is transforming industries, improving everyday experiences, and driving innovation across the global economy.

Saad Ullah Saad Ullah Artificial Intelligence
5 months ago

PLTR and NVDA Launch Sovereign AI OS for Secure Datacenters Powered by Blackwell GPUs

Palantir and Nvidia unveil Sovereign AI OS, combining Blackwell GPUs with Palantir software for secure, localized AI datacenter deployments.

Eseandre Mordi Eseandre Mordi Artificial Intelligence
6 months ago

Anthropic's Claude Code Security Wipes 8-9% Off CrowdStrike and Okta

Anthropic's new Claude Code Security feature triggered a broad selloff in cybersecurity stocks, with CrowdStrike dropping 8% and Okta losing over 9% in a single session as investors reassessed AI's impact on traditional software demand.

Usman Salis Usman Salis Artificial Intelligence
6 months ago

Nvidia Leases $3.8B Data Center in Nevada as AI Infrastructure Demand Surges

Nvidia is leasing a massive 200-megawatt AI data center in Nevada through $3.8 billion in high-yield bonds, signaling explosive growth in computing infrastructure demand across the artificial intelligence sector.

Saad Ullah Saad Ullah Artificial Intelligence
6 months ago

$715B AI Spending Surge Won't Boost Economy, JPMorgan Warns

JPMorgan says hyperscaler spending could hit $715B by 2026 but warns it won't translate into GDP growth due to tech trade deficit dynamics.

Saad Ullah Saad Ullah Artificial Intelligence
6 months ago

Cloud Giants to Pour $885B into AI Infrastructure by 2027 — AMD Positioned for Post-2028 Surge

Major cloud platforms are ramping up infrastructure spending to nearly $885 billion by 2027, with AI chips driving the massive investment wave.

Eseandre Mordi Eseandre Mordi Artificial Intelligence
6 months ago

AI Inference to Hit 75% of Compute Demand by 2030: NVDA vs AMD Strategy Split

AI workloads are shifting dramatically toward inference, expected to capture three-quarters of total compute demand by decade's end—a change that's forcing chipmakers to rethink their hardware priorities.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
7 months ago

Intel Q4 2025: 36% Gross Margin Signals Recovery Despite Revenue Decline

Intel's Q4 2025 results show profitability rebounding with a 19-percentage-point jump in gross margin, fueled by Data Center and AI momentum, even as overall revenue slipped 4% year over year.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
7 months ago

Samsung's Texas Fab Nears $16.5B AI Chip Production as 7,000 Workers Push for 2nm Launch

Samsung Electronics is entering a critical phase at its Taylor, Texas foundry, with EUV test operations set to begin as the company prepares for mass production of advanced AI chips later this year.

Eseandre Mordi Eseandre Mordi Artificial Intelligence
7 months ago

Microsoft Shares Drop 10% as $35 Billion AI Spending and Insider Sales Raise Questions

Microsoft shares have weakened in recent months as record AI-related capital spending, insider share sales, and rising competitive pressure weigh on market sentiment.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
7 months ago

Hedge Funds Surge into Semiconductor Stocks, Hitting Record 7.5% Exposure

Hedge funds are massively increasing their exposure to semiconductor stocks, with gross exposure hitting a record 7.5% of total global hedge fund market exposure. Net exposure has skyrocketed by 900% since 2022.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
7 months ago

AMD Stock Jumps as KeyBanc Sets $270 Target on Strong Server and AI Demand

KeyBanc upgraded AMD to Overweight with a $270 price target, citing surging server CPU demand and stronger-than-expected AI accelerator shipments. The upgrade sent shares higher in pre-market trading.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
7 months ago

TSMC Projects 40% Growth Rate in AI Chip Revenue Over Next 5 Years

TSMC is forecasting roughly 40% compound annual growth in AI chip revenue over the next five years—nearly double its historical growth rate—signaling massive acceleration in AI-related semiconductor demand.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
7 months ago

Microsoft Stock Hits $488 as AI-Powered Trend Model Shows Bullish Signals

Microsoft is trading around $488 as technical analysis reveals strengthening momentum. An AI forecast and LEAF trend model highlight positive signals for swing traders on the daily chart.

Eseandre Mordi Eseandre Mordi Artificial Intelligence
7 months ago

Nvidia AI Revenue Jumps to $458M Per Day from $40M Three Years Ago

Nvidia's AI business exploded from around $40 million per day three years ago to roughly $458 million daily today, showing massive acceleration in AI hardware demand.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
7 months ago

Samsung SDI Targets Solid-State EV Batteries With 600-Mile Range

Samsung SDI is pushing forward with solid-state battery production for electric vehicles, targeting 600-mile range and 9-minute charging times through partnerships with BMW and Solid Power.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
8 months ago

NVIDIA's DGX Cloud Sparks Talk of Multi-Layer AI Platform Beyond Chips

NVIDIA's DGX Cloud is pushing the company beyond hardware into AI cloud software and services. Industry watchers are asking whether NVIDIA might build a hyperscaler-style AI cloud business alongside its chip dominance.

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Eseandre Mordi Eseandre Mordi Artificial Intelligence
8 months ago

NVDA Drops Alongside 5% Plunge in Chip Stocks After AI Infrastructure Setback

Chip and AI infrastructure stocks tumbled after Oracle pushed back a major data center project and Broadcom's AI revenue forecast fell short of expectations.

Sergey Diakov Sergey Diakov Artificial Intelligence
8 months ago

ORCL CDS Spread Doubles to 120+ Basis Points as AI-Driven Credit Risk Surges

Oracle's five-year credit default swap spread has more than doubled since late September, jumping from around 40 to over 120 basis points. The spike signals growing market concerns about credit risk as the company ramps up AI infrastructure spending.

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Usman Salis Usman Salis Artificial Intelligence
8 months ago

SpaceX Eyes Record-Breaking $30B IPO With $1.5T Valuation Target in 2026

SpaceX prepares for what might become the largest initial public offering ever recorded. The company plans to raise thirty billion dollars in 2026 and aims for a valuation of one point five trillion dollars.

Usman Salis Usman Salis Artificial Intelligence
8 months ago

Palantir Launches Chain Reaction Platform With Nvidia to Manage AI Power Infrastructure

Palantir released Chain Reaction, an AI infrastructure platform built with Nvidia as a founding partner. The platform helps utilities, data centers and developers plan and predict power demand as AI use grows.

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