JPMorgan sees AI server demand slowing but favors Dell over HP for long-term upside. Dell’s stock has already priced in AI headwinds, making it a de-risked play, per JPMorgan. Get two weeks of ...

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As Nvidia’s most important AI server maker, Hon Hai’s performance is a bellwether for the AI infrastructure build-out. It said first-quarter sequential growth, or the increase from the ...

Hon Hai Precision Industry Co., the main supplier of Nvidia Corp. AI servers, posted a 3% rise in January sales and strengthened its first-quarter outlook. Hon Hai, also the world’s largest ...

jumped 15.2% in its Fiscal fourth quarter on robust AI server demand, with sales of consumer electronics flattish. Sales in December alone were up over 42% year-on-year. Then it predicted ...

BigBear.ai Holdings, Inc. (NYSE:BBAI) has seen its stock skyrocket in the last week, following a deal with the Department of Defense and also perhaps riding on the momentum of Palantir ...

As Nvidia’s most important AI server maker, Hon Hai’s performance is a bellwether for the AI infrastructure build-out. It said first-quarter sequential growth, or the increase from the December ...

In a new essay on his personal blog, Sam Altman admits that AI's benefits may not be widely distributed — at least not at ...

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We are open to strange-sounding ideas like giving some ‘compute budget’ to enable everyone on Earth to use a lot of AI, but we can also see a lot of ways where just relentlessly driving the ...