Artificial Intelligence
What’s happening. Frontier models, agents and video‑native AI are pushing demand from chips to power, cooling, memory and networking. The Stargate program alone is racing toward multi‑gigawatt campuses; Nvidia committed up to $100B in…
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What’s happening. Frontier models, agents and video‑native AI are pushing demand from chips to power, cooling, memory and networking. The Stargate program alone is…
On September 22, 2025 Nvidia and OpenAI unveiled a historic infrastructure partnership. Under the agreement, OpenAI will deploy 10 gigawatts of Nvidia’s latest AI…
The late-September surge left US indexes near record highs on renewed AI optimism. “There needs to be a catalyst for stocks to move materially…
Sources: Major financial news outlets including Reuters, Nasdaq.com and mainstream analysts’ reports provided the above insights and quotes reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com…
Nvidia–OpenAI Partnership: Nvidia announced a landmark collaboration with OpenAI to deploy at least 10 gigawatts of AI computing power. Under the plan, Nvidia will…
Accenture, a leading IT consulting giant, confirmed in late September 2025 that it has “reduced its global workforce by more than 11,000 in the…
Oklo’s stock has been wildly volatile. It was trading under $10 in mid-2024, but surged over 1,400% in one year through Sept 2025 carboncredits.com…
Nvidia still commands the AI-accelerator market, but the demand curve is so steep that second-source and custom solutions are economically inevitable. Even Nvidia is…
AI-related equities continued their blistering run in late September. After weeks of outflows, U.S. stock funds drew fresh cash – about $12.1 billion in…
After charging to all-time highs on Monday, U.S. tech stocks hit some turbulence to end the week. The Nasdaq Composite Index gained +0.44% on…
Meta bets on the Metaverse + AI: Meta Platforms grabbed headlines with a suite of announcements blending augmented reality and generative AI. At the…
ChatGPT Pulse is a new feature in OpenAI’s ChatGPT that delivers a personalized daily briefing – essentially, your morning news and to-do update crafted…
Datavault AI — the former WiSA Technologies that rebranded in February 2025 — secured a headline‑grabbing $150 million commitment from Scilex, delivered in Bitcoin.…
Cipher Mining’s stock has been on a rollercoaster in late September 2025. After steadily climbing through mid-month – even notching a 52-week high amid…
Oracle’s stock has been on a tear in 2025, massively outperforming the broader market. Shares started the year around $167 morningstar.com and climbed relentlessly…
