SC25 highlighted a new phase for hyperscale AI: coherent Arm–NVIDIA fabrics, liquid-cooling standardization, and rapidly ...

Discover our 3Q 2025 Co-Investor Letter insights on AI investment strategy, market dynamics, and strong portfolio performance ...

Ben Bajarin, CEO Creative Strategies, joins 'Closing Bell Overtime' to talk where Google and Nvidia are competing and where they aren't when it comes to AI chips.

Nvidia has dominated the artificial intelligence (AI) hardware market, but there are new competitors on the horizon.

Ubisoft has unveiled its new prototype AI game which has voice-controlled AI teammates that is now in the playtest.

Steady payroll growth combined with rising unemployment offers a rare and confusing combination that, as it happens, ...

Investor sentiment can turn on a dime based on a single economic report, a sudden policy pivot, or a mega-cap earnings announcement. In today’s markets, emotion and narrative drive short term mo ...

The company sustained its streak of record revenue growth in Q3, propelled by massive AI infrastructure investments from ...

Adobe moves to buy Semrush in a $1.9 billion all-cash deal, aiming to boost brand visibility across traditional search, LLMs, ...

A.I. has added urgency to the U.S. national laboratories that have been sites of cutting-edge scientific research, leading to ...