Shortages in computing power are driving the expansion of AI infrastructure, with Microsoft planning to double its data center capacity to 38 GW.
According to reports, Microsoft’s planned data center capacity for 2032 includes both owned and leased facilities but excludes computing power rented from “new cloud” providers such as CoreWeave. Currently, out of Microsoft’s approximately 12 GW of data center capacity, only about 2 GW is dedicated to AI chips; by 2032, AI-specific computing power is expected to account for roughly one-third of the total capacity.
Nvidia Stock Sits in 82% of Portfolios, But Hedge Funds Are Making Other AI Bets
Nvidia Corp. (NASDAQ:NVDA) is the most widely owned semiconductor stock in America. That is not the same thing as the most crowded one.Eighty-two percent of U.S. active fund managers held Nvidia at
Silker Lake, Intel-backed Altera Prepares for IPO as Early as This Year - Report
Jim Cramer Says He's 'Not Going to Give Up on Nvidia' Stock: Here's His Suggestion for CEO Jensen Huang
Nvidia Corporation (NASDAQ:NVDA) stock didn't get the catalyst it needed, with second-quarter financial results in August not strong enough to send shares back to all-time highs. CNBC host Jim
Amira Karim, At Stablecon, Says We Are Optimizing For Customers To Have Choices And Us Making It Work; From Amazon Perspective As A Merchant, We Want To Test For Attributes
Amira Karim, At Stablecon, Says We Are Optimizing For Customers To Have Choices And Us Making It Work; From Amazon Perspective As A Merchant, We Want To Test For
Jensen Huang Bullish on Cybersecurity Market: AI-Driven "New Problems" Are Creating Fresh Demand
① Jensen Huang stated that cybersecurity is the next major application scenario for AI, noting that AI-accelerated automated programming will speed up code attacks and increase the demand for vulnerability remediation; ② Jensen Huang denied that NVIDIA's approximately $13 billion acquisition of Hugging Face constitutes a circular transaction, asserting that the company only invests in projects with existing queued demand and guaranteed profitability.
Amira Karim, At Stablecon Says, We Think Of [Agentic Commerce] As A Spectrum; It Is Important On How We Build Trust; We've Been Working With Regulators With Different Fascits; We're Working With U.K. Financial Conduct Authority; There Is A Trust Issue...
Amira Karim, At Stablecon Says, We Think Of [Agentic Commerce] As A Spectrum; It Is Important On How We Build Trust; We've Been Working With Regulators With Different Fascits; We're Working With U.K.
Box To Roll Out Enterprise Content, AI In ChatGPT
Box, Inc. (NYSE:BOX), the leading Intelligent Content Management (ICM) platform, today announced it is bringing enterprise content and AI together to power more intelligent, actionable ways of
Fitch Says AI Bust Could Crash US Stocks 35%, Trigger Recession
Fitch Ratings says an AI-led market collapse could send U.S. share prices down 35% over six months and push the economy into recession, as American growth becomes increasingly dependent on
Kyle Cogger, At Stablecon Says, We've Been Looking At Hong Kong Adoption Of Stablecoin; Interesting Market To See What Is Happening There; It Is 3x Other Markets In Growth Of Stablecoin Usage
Kyle Cogger, At Stablecon Says, We've Been Looking At Hong Kong Adoption Of Stablecoin; Interesting Market To See What Is Happening There; It Is 3x Other Markets In Growth Of Stablecoin
Kyle Cogger, At Stablecon, Says Shopify Bullish On Agentic Commerce
Kyle Cogger, At Stablecon, Says Shopify Bullish On Agentic
Head Of Issuance at Bridge Aadil Mamujee At Stablecon Says We Need To Find Partners Like Shopify To Implement These Things
Head Of Issuance at Bridge Aadil Mamujee At Stablecon Says We Need To Find Partners Like Shopify To Implement These
Shopify Head Of Banking Kyle Cogger, At Stablecon Says, As A Platform We Have A Responsability To Provide Our Services And Advocate For Them; Privacy Is A Barrier To Adoption, We Have Done Great Work For That For Payment Acceptance; It Is Important...
Shopify Head Of Banking Kyle Cogger, At Stablecon Says, As A Platform We Have A Responsability To Provide Our Services And Advocate For Them; Privacy Is A Barrier To Adoption, We Have Done Great
Kyle Cogger, At Stablecon, Says We Need To Be At Each Stage Of A Merchants Journey; We See Opportunities For Stablecoin; 3 Big Areas, Procurement Transaction For Inventory, Consumer Payment Currencies, Stored Value In Chain, Lots Of Opportunities In...
Kyle Cogger, At Stablecon, Says We Need To Be At Each Stage Of A Merchants Journey; We See Opportunities For Stablecoin; 3 Big Areas, Procurement Transaction For Inventory, Consumer Payment
OpenAI has launched a data agent that transforms enterprise data into analytics and dashboards with a single prompt, but has not disclosed accuracy benchmarks.
With the new agents in ChatGPT Work, users no longer need to write SQL queries or manually consolidate multiple data sources. They can simply pose questions in natural language, enabling the agent to connect to authorized enterprise data and documents, investigate data changes, generate analyses and interactive dashboards, and execute follow-up actions upon user approval. The absence of accuracy benchmarks means that enterprises lack independent, quantifiable, and publicly available metrics to assess how accurately the agents respond.
Chewy Posts In-Line Q2 Earnings: Pet Parents Cut Treats, Not Necessities
When Chewy Inc (NYSE:CHWY) reported its second-quarter results on Wednesday, at least one analyst noticed a trend in the online pet retailer's earnings: fewer snacks."Treats and toppers remain soft
Morningstar's PitchBook Partners With ChatGPT For Financial Services To Bring Expanded Private Market Data
Teams using ChatGPT for Financial Services can access PitchBook's expanded firmographic dataset through the Essential connectorPitchBook, the leading private capital market intelligence platform and
Intapp Launches DealCloud–Celeste Plug-In, Bringing Governed Firm Data Into ChatGPT For Financial Services
Deal teams can now reach their firm's own client, deal, and relationship record from ChatGPT through the DealCloud with Celeste plug-in, governed by IntappIntapp (NASDAQ:INTA), the governed AI
10 Consumer Discretionary Stocks Whale Activity In Today's Session
This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity
OpenAI Launches GPT-Live-1 In API; GPT‐Live‐1 Available In API Today At $0.05 Per Minute For Front-End Voice Layer
OpenAI Launches GPT-Live-1 In API; GPT‐Live‐1 Available In API Today At $0.05 Per Minute For Front-End Voice