Dell, HPE and Lenovo aim for a bigger slice of an AI-server market set to grow 55% in 2025, reaching $252 billion. While hyperscale cloud providers may account for the majority of this growth, tier-2 providers such as Tesla and Coreweave are also playing a significant role.

High-bandwidth memory chips can offer enhanced performance with each new generation. According to a Bloomberg Intelligence analysis, many AI customers prioritize high speed over low cost in high bandwidth memory chips due to the importance of time to market.

Uber is using gig workers to get into the AI labeling business, Bloomberg reports. It’s a sign that the ridehail and delivery company is interested in expanding its independent contractor-powered business model to meet the demands of the fast-growing world of machine learning and large-language models.

Optimism about Baidu Inc.’s US-listed shares is waning ahead of the company’s third-quarter results, as traders debate whether the search engine’s artificial intelligence efforts will pay off.

(Bloomberg) -- Anthropic Chief Executive Officer Dario Amodei ... about how we do it,” Amodei said in response to a question on the topic Wednesday at an AI safety summit in San Francisco hosted by the US Departments of Commerce and State.

Black Forest Labs, the German artificial intelligence startup that helps Elon Musk’s Grok produce images, is in talks to raise as much as $200 million from investors including Andreessen Horowitz less than four months after it launched.

Microsoft Corp. reached a deal with News Corp.’s HarperCollins that will allow the software company to use nonfiction titles from the book publisher to train its artificial intelligence models, according to a person familiar with the matter.

The Microsoft and HarperCollins strike a major AI licensing deal. Credit: Omer Taha Cetin / Anadolu / Microsoft has signed a licensing deal with HarperCollins to train its AI models. According to Bloomberg sources,

We came across a bullish thesis on QUALCOMM Incorporated (QCOM) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on QCOM.

The Dow added 1.4% this week, bringing its gain for November to 7.5%. The S&P 500 and Nasdaq Composite each advanced 1.1% on the week, ending 2024's penultimate month higher by more than 5% and 6%, respectively. With those gains, the Dow and S&P 500 notched their best months of 2024.

Next-gen AI is here with OpenAI's new AI agent, Operator, executing tasks in web browsers and transforming AI capabilities for a more productive future.

A recent report revealed that Japan plans to inject an additional ¥1.5 trillion ($9.9 billion) into fields like chips and quantum computing this fiscal