There's no shortage of uncertainties surrounding productivity gains to be had from the AI boom. Will embracing ...

Investors may be bullish on Broadcom amid DeepSeek sell-off, but hurdles in AI chips market remain due to Nvidia's superiority and trade war tensions. See more.

Broadcom (AVGO) also plunged 17%, losing about $200 billion in market value, while Oracle (ORCL) fell roughly 14%, or $70 ...

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President ...

Broadcom's ownership of VMware has discouraged ... leads than any of Spinnaker's other support businesses, including for Oracle or SAP, said Martin Biggs, Spinnaker’s VP and managing director ...

OpenAI is tapping Taiwan Semiconductor Manufacturing Co (TSM) to produce its first-generation in-house artificial intelligence chips, with the ...