Our theme of Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, graphics units, memory, and networking

Shares initiated a two year, 87% decline in value, accelerated by the bear market of 2022. Now, with positive revenue and earnings growth driven by a stream of new contract business, Palantir has matched the performance of AI darling NVIDIA over the last 12 months. From my perspective, Palantir is set to outperform NVIDIA over the next 12 months.

SoundHound AI stock was falling early on Wednesday following its earnings. The issue looks like one of high expectations, with a “sell the news” reaction after a steep runup ahead of the report.SoundHound shares were down 13% at $6.

SoftBank and NVIDIA piloted the world’s first combined AI and 5G telecom network in Japan, a model the industry refers to as AI-RAN.

Amazon.com's cloud computing unit on Tuesday said it will offer free computing power to researchers who want to use its custom artificial intelligence chips, aiming to challenge Nvidia's popularity among those researchers.

Dave Brown, AWS’s VP of compute and networking services, highlighted the significance of offering an alternative to Nvidia’s dominance in the AI processor market. "We want to be absolutely the best place to run Nvidia," he said. "But at the same time ...

Jensen Huang, the CEO of Nvidia discussed on the No Priors AI-focused podcast the concept of "Hyper Moore’s Law."

Web Services is looking to take on Nvidia’s (NVDA) dominance in artificial intelligence chips with a new offer to AI researchers.

BOSTON-- ( BUSINESS WIRE )-- TetraScience today announced it is collaborating with NVIDIA to accelerate innovation in the $1.5 trillion life sciences industry by bringing standardization and scalability to the development and implementation of scientific AI.