The increase in AI expenditures is good news for Nvidia, which is the market leader for AI computing hardware and solutions.

Email me at: [email protected] The $500B Stargate Project represents a pivotal moment for both technology and ...

President Donald Trump is an AI booster, write Yale SOM’s Jeffrey Sonnenfeld and co-authors Stephen Henriques and Steven Tian ...

In the supply chain, the winners are clear: ASML Holding ( ASML -0.73%) holds a monopoly on extreme ultraviolet lithography.

OpenAI is leasing huge computing capacity—equal to millions of homes' energy use—from Oracle, expanding their Stargate AI ...

Announced by President Donald Trump in January 2025, Stargate is a $500 billion generative AI infrastructure venture in the ...

Multiple news outlets have confirmed that the eye-popping, $30 billion-a-year contract that Oracle revealed earlier this week is with artificial intelligence ...

Oracle's (ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of the ...

OpenAI signs a $30B deal with Oracle for 4.5GW of data center power under its Stargate project, boosting U.S. AI ...

April 17, 2025: OpenAI has released o3 and 04-mini, two reasoning AI models designed to be extra good at programming, math, ...

There will be many winners as infrastructure is built to support the huge and increasing computing power needed for ...

Stargate — OpenAI’s project with partners including Oracle and SoftBank Group Corp. to invest $500 billion in AI ...