The tech giants are keeping capital spending plans in line as DeepSeek raises questions about future computing needs.

The GPU giant laid out a very smart approach to agentic AI earlier this month at CES, but it could do more to clarify its business model and its software strategy.

Nvidia’s AI leadership remains intact, despite DeepSeek concerns. Read why NVDA stock’s steep drop represents a great opportunity for long-term investors.

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a half a trillion dollars in the first month of 2025 as banks and technology vendors vie to build out massive AI compute.

American AI stocks got sucker punched after China's DeepSeek app reportedly showed advancements against rivals sending investors into sell mode, shaving 3% off the Nasdaq.

DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model for a fraction of the cost.

Nvidia, which soared to the top of the stock market by selling the computer chips fueling the world’s artificial intelligence boom, has been dealt a tough reality check by a small Chinese company that showed it could do more

The Chinese AI service has Wall Street worried that it will be cheaper than expected to develop models. But as chip stocks sink, some analysts see a silver lining.

Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got caught in the historic sell-off.

India’s IT minister announced the country’s goal to launch competitive foundational AI models with a new compute facility housing 18,693 GPUs. This initiative aims to lower training costs significantly,