Anthropic has announced recently that it has entered a long-term partnership with cloud infrastructure service provider ...
CoreWeave has agreed a multi-year GPU cloud deal with Anthropic to power Claude at production scale, its second major AI ...
Processor architectures are evolving faster than ever, but they still lag the pace of AI development. Chip architects must ...
Broadcom's custom AI chips are competing with Nvidia's GPUs.
The three stocks I'm most bullish on in this space are Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), and Alphabet (NASDAQ: ...
Alphabet Inc (NASDAQ:GOOGL) is among the best performing cybersecurity stocks in 2025. On March 27, Barclays named Google ...
Google Possesses 23% of Global AI Computing Capacity via TPU Chips Googles TPU chips power Gemini AI model, reducing costs ...
Expanded chip agreements 'put the spotlight back on Broadcom as a major winner' and could pave the way for earnings upside, analysts say Broadcom's stock was up about 4% in Tuesday morning action.
Anthropic, led by Dario Amodei, said its revenue run rate has now topped $30 billion, up from $9 billion at the end of 2025, ...
Anthropic announced on April 7 that it has signed an agreement with Google and Broadcom to secure multiple gigawatts of ...
The Artificial Intelligence (AI) race is entering a new phase of infrastructure growth, as Anthropic announced a long-term ...
Anthropic's run-rate revenue surpassed $30 billion, reflecting a significant rise from $9 billion at the end of 2025. This ...