Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.

A new investment from the Japanese conglomerate would be separate from the $100 billion tied to a project announced at the White House last week.

On Thursday, OpenAI announced that it is deepening its ties with US government through a partnership with the National Laboratories and expects to use AI to "supercharge" research across a wide range of fields to better serve the public.

Invest in Nvidia Corporation as AI spending surges. Recent dip offers a buying opportunity. Read my in-depth look at NVDA stock and its growing opportunities.

Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a half a trillion dollars in the first month of 2025 as banks and technology vendors vie to build out massive AI compute.

Importantly, several Wall Street analysts have updated or reiterated their forecasts since DeepSeek published its research paper last week, and they all see upside in Nvidia stock from its current price of $128 per share. Gil Luria at D.A. Davidson set his target price at $135 per share, implying a 5% upside.

Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever—but the company faced another selloff Wednesday.

OpenAI is in early talks to raise up to $40 billion in a funding round that would value the ChatGPT maker as high as $300 billion, according to people familiar with the matter. SoftBank would lead the round and is in discussions to invest between $15 ...

The latest model from the Chinese startup challenges existing AI cost structures, but analysts warn against overreacting and changing course.

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