Several AWS customers have complained about rising cloud costs in the AI era. Capital One is the latest, and one of the biggest.

Vibe coding firm has closed a $330 million Series B funding round, catapulting the Swedish company to a $6.6 billion valuation.

Massive AI spending plans are colliding with fears that the market may be overbuilding too fast. Concerns about an AI bubble and increased competition are weighing on Nvidia as the stock fell to a three-month low on Wednesday.

All three chipmakers outsource much of their manufacturing to Taiwan Semiconductor.

Nvidia (NASDAQ:NVDA) owns a growing portfolio of strategic equity investments in companies supporting the broader artificial intelligence (AI) ecosystem, which is not widely discussed among retail investors.

Nvidia acquired SchedMD, the lead developer of Slurm, and launched the Nemotron 3 family of open source AI models.

Some believe Alphabet's success with its TPU chips could make it a challenger to Nvidia's data center dominance.

Nvidia on Monday unveiled a new family of open-source artificial intelligence models that it says will be faster, cheaper and smarter than its previous offerings, as open-source offerings from Chinese AI labs proliferate.

The AI trade is unwinding — with investors increasingly worried about debt raising by companies like Oracle and CoreWeave used to finance AI data-center buildouts.