Chinese AI firm DeepSeek has emerged as a potential challenger to U.S. AI companies, demonstrating breakthrough models that ...

Dylan Patel, the well-respected analyst at SemiAnalysis, claims the company has a 50,000 GPU H100 cluster, a number also ...

Securities expressed a cautious stance regarding the recent selloff in DeepSeek shares, triggered by unverified claims from ...

Good morning to you on this cold and dry January morning in the Northern Hemisphere. As AI data center fever prevails we ...

Good morning to you on this cold and dry January morning in the Northern Hemisphere. As AI data center fever prevails we ...

Nvidia was down nine percent in pre-market trading, with Meta and Microsoft, which has also made a big bet on AI in recent years, both seeing their shares fall by four percent. Dutch semiconductor ...

Earlier this week, the US government unveiled plans to spend up to $500 billion on AI infrastructure under a project ...

Meta is emulating Microsoft, Amazon and Google. Together, they are investing around USD 300 billion in AI data centers.

President Trump recently announced that several companies in the private sector are teaming up to invest up to $500 billion ...

For anyone wanting to train an LLM on analyst responses to DeepSeek, the Temu of ChatGPTs, this post is a one-stop shop. We’ve grabbed all relevant sellside emails in our inbox and copy-pasted them ...

Donald Trump has announced the 500 billion US dollar AI data center. However, only OpenAI is set to benefit from this.

US President Donald Trump's $500 billion AI data-center project, Stargate, could be powered in part by solar and energy ...