This gap between AI investment and AI delivery sparked the recent sell-off, and I think it will shape the contours of 2026.

The race to $10 trillion isn’t about quarterly earnings. It’s about sustaining explosive growth at nation-scale operations.

The long running rivalry between Elon Musk and Jeff Bezos has found a new arena, as both billionaires pivot from launching ...

Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. Technology Analyst Eric Bleeker and Austin Smith ...

Amazon expects to invest a staggering $125 billion in capex in 2025, up from its previous forecast of $118 billion. The company anticipates that number to grow in 2026 as it seeks to capitalize on the ...

Aible exhibited in NVIDIA’s booths at HPE Discover Barcelona and AWS Re:Invent Demonstrating Aible running air-gapped on NVIDIA DGX Spark, creating agents that can then be published to AWS to run ...

Advanced Micro Devices has long been one of Nvidia's top competitors, but now there's renewed competition from some of Nvidia ...

Almost a month after Prime Video launched AI-powered Video Recaps, viewers said it shared incorrect plot details about season ...

With its Blackwell architecture well established on AI data centers, cloud services, workstations, and desktop/laptop PCs, ...

With memory and networking becoming new bottlenecks, the Index added exposure to firms like SK Hynix, Broadcom and Astera ...

President Donald Trump is considering pressuring states to stop regulating artificial intelligence in a draft executive order obtained Thursday by The Associated Press, as some in Congress also ...

Amazon is being forced to repeatedly learn a lesson: use AI slop, and get people yelling at you until you don't.