Big Tech’s capital spending is on track to surpass $200bn this year and rise even further in 2025, as anxiety grows on Wall Street about the returns on soaring investment in artificial intelligence.
Nvidia shares surged 925% during the last two years as the artificial intelligence (AI) boom built momentum, but WallStreet remains bullish. Nvidia is the market leader in AI accelerators and ...
WallStreet's optimism is rising, raising the question whether investors should, too, be bullish. "The synergy is simple: AI companies need energy, and bitcoin miners have it," said Matthew ...