OpenAI CEO Sam Altman wants the company "to 100x" its number of GPUs. A fellow executive said not having enough computing ...

Over the past two weeks, Oracle and its partners revealed a string of collaborations and product launches, including the ...

OpenAI is considering eventually helping other businesses tap into the data centers and physical infrastructure needed for artificial intelligence.

Microsoft Corporation's solid Azure growth, AI integrations, and exclusive partnerships make its stock a promising investment ...

XAI Grok 1 launched in November 2023 using rented Oracle GPUs, but xAI shifted to in-house builds due to compute shortages.

Son has been cultivating close ties to Trump ever since the president’s first term, visiting the White House repeatedly, chatting on the golf course and promising jobs and investment through the kind ...

Crusoe has already secured $2.5 billion in funding from backers including Nvidia, Fidelity, Mubadala, Ribbit Capital, and ...

Glancing at today's market, I see that all the AI companies have seen severe pullbacks, with Palantir leading the way down ...

A new research report from Digitimes released Tuesday warns that current energy infrastructure will be unable to meet the massive power demands of future AI data centers. Analysts predict operators ...

For years, software companies were the toast of Wall Street. High profit margins, low capital requirements and vast runway ...

Fourteen years later, artificial intelligence is inspiring similar euphoria and some investors are preparing for a hefty ...

While AI is one of the structural themes informing our investment thinking, as ever, we remain firmly committed to diversification. Our clients’ portfolios are spread across thousands of securities, ...