Race Capital's Alfred Chuang calls Open vs. closed a fundamental debate about who will control AI's potential as a ...

Microsoft CEO Satya Nadella moved quickly to get DeepSeek’s R1 deployed on Azure in January. Nadella appeared to have ...

On March 20, Morgan Stanley reiterated Nvidia stock as “Overweight” with a $162 price target. Morgan Stanley came away ...

MY thoughts came to this as I was thinking over the last year of the horrible Israel-Hamas war and, more recently, the advances China is making in artificial intelligence (AI), which were highlighted ...

Nvidia CEO Jensen Huang used his company’s GTC 2025 event to announce new AI computing platforms, networking gear and ...

Post-Trained by NVIDIA, New Llama Nemotron Reasoning Models Provide Business-Ready Foundation for Agentic AIAccenture, Amdocs, Atlassian, Box, Cadence, CrowdStrike, Deloitte, IQVIA, Microsoft, SAP and ...

Selling in public markets and tumbling tech equity valuations are not telling the full GenAI story, as private markets and ...

Enterprises are getting “smarter” about where to put their application workloads and that’s leading to a cloud repatriation ...

CoreWeave grows fast with billion-dollar contracts, but clashes with Microsoft. OpenAI jumps in. What does this mean for the ...

In a move that has raised eyebrows globally, Chinese artificial intelligence (AI) startup DeepSeek has reportedly confiscated ...

By implementing strategies such as fine-tuning smaller models and real-time AI cost monitoring, financial institutions can ...

Taken together, these facts suggest that the economics of generative AI (GenAI) has reached a tipping point. Leading GenAI labs and their investors can continue to push the frontier of model ...