A reversal of export controls on H20 chips presents a national-security risk, Justin Sherman writes in a guest commentary.

Northern Data AG is nearing a deal to provide data center capacity for Abu Dhabi’s G42 as the state-backed artificial ...

The chip company is waiting to sell its H20 chips in China again, which a Mizuho analyst said will help the case for its ...

ETFs have performed quite well. If those tech stocks also happened to be leveraging artificial intelligence (AI), then you've likely done even better. Many of these happen to fall into the Vanguard ...

Applied Digital's AI-focused data centers and early-mover advantage position it for long-term growth. Click here to read my ...

Wall St Analysts Eric Bleeker and Austin Smith delved into the significant implications of NVIDIA‘s (Nasdaq: NVDA) renewed ability to sell H20 GPUs in China, a move that has sent ripples through the ...

Alphabet and Tesla’s stock saw contrasting movements after last week’s earnings. This week, Microsoft and Meta’s reports are ...

Nvidia stock was rising Tuesday with sales of its artificial-intelligence processors seemingly poised to surge in China. The ...

In a recent episode of the AI Investor Podcast (embedded above), host Austin Smith and technology analyst Eric Bleeker discussed the implications of the Big Beautiful Bill on the tech industry, ...

Shares of chip firms have surged as enthusiasm for AI continues. But some strategists think investors should take a step back.

Nvidia's CEO has sold millions of dollars worth of his company's shares this year, and he's not done selling yet.