The pace of the transition of sectors to artificial intelligence infrastructure is no longer an issue of algorithms and software but increasingly one of electricity, compute hardware, and ...

Inference will take over for training as the primary AI compute moving forward. Broadcom has struck gold with its custom ASICs for AI hyperscalers. Arm Holdings should benefit immensely as inference ...

Google Cloud grew 48% year-over-year, faster than Microsoft’s cloud growth rate. Microsoft stock fell 27%. It now trades at 25x P/E versus Alphabet’s 28x P/E. Google launched the Genie world model and ...