Tech giant Nvidia (NASDAQ: NVDA) reported Q4 revenue of $68.13 billion, up 73.2% year-over-year, while Palantir Technologies (NASDAQ: PLTR) posted Q4 revenue of $1.41 billion, up 70% year-over-year.

For a decade, one company has maintained a near-total stranglehold on the business of selling the advanced computer chips that power machine learning and artificial intelligence: Nvidia. Armed with ...

AI server prices in China have almost doubled in recent weeks as export rules and tighter enforcement on grey-market chips ...

The artificial intelligence (AI) era continues to gain momentum. Total capital expenditures among top AI companies could hit $700 billion this year. All these investments have driven a chip supercycle ...

Advanced Micro Devices is rapidly gaining share in the AI accelerator market, with 2024 data center revenue nearly doubling to $12.6B. The MI350 series, launching mid-2025 with 35x inference ...

What’s the biggest capital commitment in Big Tech right now? AI infrastructure—and Google is shoveling cash into it faster than anyone expected. Just how quickly has Google’s capital spending ...

China’s race to build homegrown artificial intelligence chips has collided head on with Nvidia’s H200, the United States company’s latest workhorse for training and running large models. The result is ...