Nvidia has delivered the first Blackwell systems to Meta and Microsoft, the first of what will become an avalanche of new AI ...

Developments between Nvidia and major customer Meta this year bode well for both companies and their stocks. But is Wall ...

On Wednesday, Lenovo CEO Yang Yuanqing made a high-profile announcement to deepen the company’s collaboration with chip maker ...

In its Q2 earnings release, Meta also commented that its infrastructure cost expense will significantly rise in 2025. This is ...

It might not be long before another AI stock-split stock joins the ranks. Broadcom ( AVGO -2.27%) has emerged as a key ...

Capital spending by Microsoft, Google, Amazon and Meta is expected to keep surging, while Apple’s AI debut gets clouded.

However, there's another mega-cap company that virtually tied META's Q1 returns with a gain of 37.25% during Q1 - and it's somewhat unexpected, since it's not exactly a name at the leading edge of ...

Nvidia CEO Jensen Huang was one of several big names to try out Meta's new Orion prototype glasses in a video shown at Meta's Connect event on Wednesday — and he appeared to be a fan.

Meta has expanded its Grand Teton platform to support AMD’s latest Instinct MI300X GPUs and unveiled its new high-powered ...

The cloud and database giant has been one of the best performers in large-cap tech this year, trailing Nvidia, yet ahead of Meta. Oracle's recent earnings report sent its stock surging 11% ...

Probably not. Instead, they'll increase their computing power to speed up the process, significantly benefiting Nvidia. In its Q2 earnings release, Meta also commented that its infrastructure cost ...