Coatue Management's billionaire chief has been dumping Nvidia stock for a volatile AI infrastructure company that's capable of sustained annual sales growth of 50% (or greater).

Nvidia gets the bulk of its revenue from the US, from which the company raked in $14.8 billion of its $35 billion in sales in ...

OpenAI banned accounts from China and North Korea for using AI to manipulate social media and conduct surveillance.

HONG KONG/SHENZHEN, China--Psst! Where can a Chinese buyer purchase top-end Nvidia AI chips in the wake of U.S. sanctions? Visiting the famed Huaqiangbei electronics area in the southern Chinese ...

DeepSeek’s R1 model uses inference to generate output without needing high-power chips, making Chinese-produced chips a a ...

Nvidia reduced its stake in British chip firm Arm Holdings by about 44% and exited its holdings in Serve Robotics and ...

That said, the stock still looks like a hold instead of a buy. While DeepSeek won't immediately pop the generative AI bubble, ...

While Nvidia earnings will be a critical test for the AI trade, even a beat may not be enough to restore the chip giant's ...

Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as ...