Acer’s new 16-inch laptop has many of the same core strengths as my current device, but it’s considerably cheaper ...

Quick Read AI has avoided bubble status because of immediate infrastructure usage, validating Nvidia‘s (NVDA) valuation. GPUs ...

A wave of trillion-dollar AI deals linking Nvidia, OpenAI, and hyperscalers has sparked debate over whether massive datacentre spending and “circular” chip-financing loops mark a sustainable boom—or t ...

While market participants may not agree on whether the tech trade looks poised to go awry, it’s a double-edged sword that today’s stock market has become heavily concentrated in tech stocks. They are ...

Most AI hyperscalers get their cash flows from non-AI revenue streams.

Tech’s market dominance is raising concerns that megacap tech giants are exhibiting echoes to the dot-com era peak of the early 2000s.

Economics professor Steve Hanke has aimed at Nvidia CEO Jensen Huang, warning that the AI sector may be dangerously overvalued.

Microsoft continues its AI infrastructure outsourcing strategy, signing a $9.7 billion, five-year deal with IREN for NVIDIA ...

The comments come amid concerns that the vast amounts being spent on expanding AI may overstate its potential to make money.

Rangan adds that software valuations remain restrained and many companies are funding expansion from cash flows rather than ...

Artificial intelligence has created a lot of excitement on Wall Street, but it's also potentially troubling if you remember ...

I confess to being very much a non-expert on AI. I read pieces in the business press and random articles that more ...