The first wave of AI investing focused on companies building powerful processors. But as AI systems become larger, a ...

The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars ...

Big Tech's $725 billion AI spend has a new bottleneck. Here's what the capex explosion tells us about artificial intelligence's real constraint.

AI’s next bottleneck isn’t chips. It’s transformers, grid capacity, and whether data centers can get enough power to turn the ...

Coherent is an oft-overlooked play on the booming AI market.

Nvidia is investing billions into companies developing photonics, which industry watchers say could bring big efficiency gains to the AI sector.

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Nvidia chips are no longer seen as the scarcest thing on the artificial-intelligence block, and that may be a good thing, according to D.A. Davidson analyst Gil Luria. "Being a bottleneck has been ...

Jensen Huang, the chief executive of Nvidia, at a news conference in Taipei, Taiwan, on May 30. (Sam Yeh/AFP/Getty Images) The biggest story of Wednesday went mostly unremarked outside of the business ...

Nvidia hopes to take graphics processing units (GPUs) in the datacentre to the next level by addressing what it sees as a bottleneck limiting data processing in traditional architectures. In general, ...

Gavin Baker, the tech investor whose track record gives him an audience whenever he sits down with Patrick O'Shaughnessy, floated a number on a recent podcast that should make anyone modeling NVIDIA's ...