Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...
This is a massive head start, and cultural symmetry that seemed to make American AI predestined. Open AI is backed by a US$14 billion investment from Microsoft, and has access to the cloud ...
Conventional wisdom suggests that AI will transform the way we do everything while being immensely profitable for a disparate set of companies all along the AI value chain. In a simplistic value chain ...