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Exclusive-China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources say

Exclusive-China's Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources say

BEIJING/SINGAPORE, Aug 26 (Reuters) - China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft, Amazon and Alphabet's Google that would allow the U.S. cloud giants to host its blockbuster Kimi K3 model, three people familiar with the talks said.
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Amazon's Chip Operation Valued at Over $25 Billion Annually as a Standalone Business

Amazon's Chip Operation Valued at Over $25 Billion Annually as a Standalone Business

Amazon's Chip Operation Valued at Over $25 Billion Annually as a Standalone Business
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Why Nvidia's Earnings Can't Be Used as a Standalone Measure of AI Demand

Why Nvidia's Earnings Can't Be Used as a Standalone Measure of AI Demand

Nvidia's earnings are a key indicator of AI health, but a deeper look reveals why these numbers don't tell the whole story of artificial intelligence demand.
TheStreet TheStreet
Nvidia customers face 15% AI price shock

Nvidia customers face 15% AI price shock

A 15% Nvidia price hike could ripple through the AI economy
TheStreet TheStreet
Morgan Stanley sees big change coming for Alphabet stock

Morgan Stanley sees big change coming for Alphabet stock

One part of Alphabet’s AI story is getting harder to ignore
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EPAM and Wiz Partner to Enhance Cloud Security and Cyber Resilience for Enterprises

EPAM and Wiz Partner to Enhance Cloud Security and Cyber Resilience for Enterprises

EPAM and Wiz Partner to Enhance Cloud Security and Cyber Resilience for Enterprises
FactFable FactFable
Why Nvidia's Earnings Can't Be Used as a Standalone Measure of AI Demand

Why Nvidia's Earnings Can't Be Used as a Standalone Measure of AI Demand

Nvidia's earnings are a key indicator of AI health, but a deeper look reveals why these numbers don't tell the whole story of artificial intelligence demand.
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Broadcom and Marvell Technology Emerge as Key Players in Custom AI Chip Market Amidst Growing Demand from Hyperscalers

Broadcom and Marvell Technology Emerge as Key Players in Custom AI Chip Market Amidst Growing Demand from Hyperscalers

Broadcom and Marvell Technology Emerge as Key Players in Custom AI Chip Market Amidst Growing Demand from Hyperscalers
TheStreet TheStreet
Stanley Druckenmiller and Cathie Wood agree on 2 tech giant stocks

Stanley Druckenmiller and Cathie Wood agree on 2 tech giant stocks

Two investors who run money in completely opposite ways ended up in the same two stocks in Q2. That is worth paying attention to.
TheStreet TheStreet
Anthropic makes quiet move Nvidia investors must consider

Anthropic makes quiet move Nvidia investors must consider

This AI lab just hired the person who built Google's most guarded hardware program. That is not a coincidence.
TheStreet TheStreet
JPMorgan sends stark warning on AI stocks, cites dotcom worries

JPMorgan sends stark warning on AI stocks, cites dotcom worries

A JPMorgan strategist sees a split in the AI trade that looks a lot like the market right before the dot-com crash.
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NYU Professor States Anthropic Needs $1.2 Trillion in Revenue to Justify $2 Trillion Valuation

NYU Professor States Anthropic Needs $1.2 Trillion in Revenue to Justify $2 Trillion Valuation

NYU Professor States Anthropic Needs $1.2 Trillion in Revenue to Justify $2 Trillion Valuation