NVIDIA VS MICROSOFT
Patchwork algorithms get the job done: What is helping curb skyrocketing costs of enterprise AI?
As businesses navigate the AI frontier, many are embracing a blend of advanced models to address distinct needs effectively. Industry giants such as Snowflake and Nvidia are pioneering model-routing solutions, while innovative startups in India are joining the ranks. Research shows that leveraging multiple models can enhance efficiency and cut costs, though factors like language quality and security challenges impede progress.
Global funds, same tech bet? The diversification trap Indian investors may miss
Many Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices often revolve around similar technology narratives, particularly in semiconductors. To achieve real diversification, investors must grasp the fundamental earnings drivers. Exploring Europe and Japan can unveil distinct economic pathways, offering a refreshing contrast. A thorough assessment of concentration risks and market dynamics is vital when engaging in international investments.
Supportive of efforts by model companies to take more responsibility: AMD tech chief
Advanced Micro Devices (AMD) is supportive of the comments made by AI industry leaders on slowing down development of frontier models to address safety risks, said the US chipmaker’s chief technology officer, Mark Papermaster.
Michael Burry revives AI warnings, Big Short investor says 'You could have heard it first'
Michael Burry revived his AI bubble warnings after a report highlighted roughly $3 trillion in disclosed commitments by technology giants for AI infrastructure. He argued these off-balance-sheet obligations could signal excessive investment, echoing concerns over stretched valuations and market exuberance.
Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seems
As India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the leadership landscape is evolving. At present, the semiconductor and hardware arenas are thriving, eagerly responding to the financial backing from AI mega-corporations.
Big Nvidia (NVDA) Q4 earnings today: here’s what investors will watch from the Jensen Huang-led chip giant - NVDA stock forecast
Nvidia (NVDA) Q4 earnings today: Nvidia reports Q4 earnings today, February 25 — and $65.7 billion is on the line. Wall Street expects EPS of $1.53, up 72% year over year. Revenue growth stands at 67%. Blackwell GPU orders have crossed $350 billion. Hyperscaler capex — Microsoft, Google, Meta, Amazon — hit $600 billion for 2026. Every dollar flows toward Nvidia chips. The AI infrastructure buildout is not slowing. Tonight's Jensen Huang guidance for Q1 FY2027 is the real market mover. Options traders are pricing a 6% stock swing. That is massive for a $3 trillion company. Results drop at 4:20 PM ET.
ETtech Explainer: What’s Nvidia's Rubin platform, and why it matters for AI
The Rubin platform moves Nvidia from a seller of powerful GPUs to delivering fully integrated AI computing systems. Rubin is made up of six chips, consisting of tightly connected processors and networking components — Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 Super NIC, BlueField-4 DPU, and Spectrum-6 Ethernet Switch.
Microsoft CEO Satya Nadella reveals rare quality you need to be successful at workplace. And it's not your qualification
Amid AI dominance, Microsoft CEO Satya Nadella has revealed one rare quality you need to succeed at your workplace. He said empathy is a workplace superpower in the age of AI, adding that IQ without emotional intelligence is waste. With AI managing technical tasks, human empathy and collaboration play a key role in businesses for their success.
Will AI stocks crash or surge? Dan Ives reveals top 10 picks as only 3% of US companies have adopted AI
AI stock predictions: Wedbush analyst Dan Ives argues the AI sector is not in a bubble, emphasizing that only a small percentage of companies have adopted AI. He attributes current valuations to strong enterprise spending, government demand, and chip shortages, not speculation. Ives believes the AI revolution is in its early stages with significant growth potential ahead.
Google Alphabet stock price today: Alphabet shares surges 6% as Google roars back in AI — is Nvidia’s reign under serious threat? Here’s the key reason
Google Alphabet stock price today: Alphabet stock jumped nearly 6% Monday as Google’s Gemini 3 AI model ignited a sharp rebound. Shares of GOOGL and GOOG traded above $300 for the first time and hit $317.75 intraday. Analysts said Gemini 3 outperforms OpenAI and Anthropic and uses Google’s custom AI chips, raising pressure on Nvidia, which slipped 0.5%. AMD rose nearly 4%. Alphabet has gained 70% in a year with Q3 profit up 39% and margins up seven points. Google Cloud revenue grew 34%, beating Microsoft and Amazon. Gemini traffic share rose to 13.7% from 5.6%.
Nvidia, Microsoft invest $15 billion in AI startup Anthropic
Nvidia committed up to $10 billion while Microsoft -- which owns 27% of Anthropic rival OpenAI -- pledged up to $5 billion to the maker of Claude AI models.
Big Short Michael Burry warns: Meta and Oracle may be hiding billions and fudging earnings by over 20%
Michael Burry financial fraud warning: Michael Burry, famed for predicting the 2008 housing crash, is now warning Big Tech firms about potentially overstating profits by billions. He claims companies like Oracle and Meta could inflate earnings by extending the useful life of AI hardware, thereby understating depreciation. Burry plans to reveal further details on November 25, 2025.
Jensen Huang-led Nvidia becomes world’s first $5 trillion company, outshines Apple and Microsoft
Nvidia has made history by becoming the world’s first $5 trillion company. Led by Jensen Huang, the AI chip maker’s success comes from its new projects, global partnerships, and fast-growing tech power. Nvidia’s rise shows how AI and advanced chips are changing the future of technology and global business.
Microsoft partners with Nebius for $19.4 Billion AI cloud computing deal
Microsoft has secured a multiyear agreement with Nebius Group, valued at up to $19.4 billion, to bolster its AI cloud computing capabilities. This deal addresses Microsoft's capacity constraints amidst surging demand for AI services. Nebius will provide dedicated capacity from a new data center, significantly accelerating its AI cloud business growth.
Jensen Huang may have met his match, and it’s not AMD, but a stealthy South Korean challenger
FuriosaAI, a rising South Korean chipmaker, is quietly emerging as a serious Nvidia challenger in the AI hardware world. After turning down Meta’s $800M offer, FuriosaAI partnered with LG to power its LLM platform, proving it can outperform even Nvidia’s best chips in efficiency and cost. Their RNGD chip delivers faster AI inference while using far less power. This bold move signals a possible shift in global AI chip dominance. With Nvidia’s grip on the AI industry being tested, FuriosaAI might just be the surprise competitor Jensen Huang never saw coming.
AMD stock soars as HSBC predicts $200 target — Is Nvidia's AI crown in jeopardy?
AMD stock price surged over 4% after HSBC upgraded it to ‘Buy’ and raised the target price to $200, signaling nearly 40% upside. HSBC is now bullish on AMD’s MI300X and MI350 AI chips, which are gaining ground against NVIDIA’s GPUs. Big names like Meta, Microsoft, and OpenAI are adopting AMD accelerators, fueling growth in its AI business. With a $5 billion AI revenue target by 2025 and rising demand across hyperscalers, analysts believe AMD is well-positioned for a major run. Investor confidence is rising, and Wall Street is now betting on AMD to challenge NVIDIA in AI chips.
$3.89 trillion Nvidia just set its sights on robots from silicon, CEO Jensen Huang says it’s the future
Nvidia is on the edge of a historic milestone as its market cap nears $4 trillion, but the real story goes beyond chips. At VivaTech in Paris, CEO Jensen Huang revealed AEON, a humanoid robot built with Sweden’s Hexagon, signaling a bold move into robotics. With its AI dominance already proven, Nvidia is now aiming to lead the next wave—intelligent robots for real-world use. Backed by rising revenue and strong stock momentum, Nvidia could reshape industries beyond tech. As the company gets closer to Microsoft’s market value, the big question is—can robotics be its next trillion-dollar game-changer?
US stock market hits new record: S&P 500 record high: All 3 indices hit record highs as Trump–China trade deal lifts Wall Street, AI stocks surge
S&P 500 record high headlines Friday’s market rally as U.S. stocks soared on renewed trade deal hopes between President Donald Trump and China. The S&P 500 rose 0.4% to close at 6,168.60, topping its previous high from February. The Nasdaq Composite also hit a new record, while the Dow Jones gained 156 points. Investors were lifted by news of a finalized trade framework with China and talks with 10 more nations. AI stocks like Nvidia and Microsoft led the charge. Despite inflation rising slightly, markets stayed upbeat on expected Federal Reserve rate cuts and cooling global tensions.
From ‘hopeless’ to a hotspot: India has second-mover advantage in the global AI race: Amitabh Kant
ET reported that globally, India led the way in AI hiring growth in 2024, recording a year-over-year increase of 33.39%. The country has also seen the highest increase globally in AI talent concentration between 2016 and 2024, at 252%, according to a recent report by Stanford.
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