Advanced Micro Devices Inc
- Nvidia Details New A.I. Chips and Autonomous Car Project With Mercedes - At the CES conference, Jensen Huang, the company’s chief executive, said the more efficient and powerful chip would begin shipping later this year.
- Chip stocks rally to start 2026 after third-straight winning year - Investors piled into the winning artificial intelligence-adjacent sector following another big year of gains.
- Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape - Big Tech is remaking the U.S. map into an AI empire — kingdom-scale data centers, unprecedented debt, power constraints, and a near-religious belief in scaling.
- These 5 infrastructure stocks have more than tripled this year on the AI trade - While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.
- Here are 5 bear cases for Nvidia — and why each one of them is wrong - It's a brutal parade of horrors, so steel yourself, and — spoiler alert — I don't believe any of it.
- Data center deals hit record $61 billion in 2025 as AI valuation risks and funding concerns grip investors - Hyperscalers are increasingly turning to outside capital in the form of debt to fund the energy-intensive infrastructure.
- OpenAI in talks with Amazon about investment that could exceed $10 billion - OpenAI is in discussions with Amazon about a potential investment and an agreement to use its artificial intelligence chips, CNBC confirmed.
- Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market - As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
- Oracle shares plummet 11% in premarket, dragging down AI stocks - Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.
- Trump's blessing of Nvidia AI chip sales to China gets a chilly reception from GOP - Trump said Chinese President Xi Jinping "responded positively" to the proposal to let Nvidia sell H200 AI chips on condition that the U.S. gets 25% of revenue.