On its conference call with analysts, Palantir management called out the LLMs as becoming increasingly "commoditized" while making the case for Palantir's value-added software platform as the true AI ...
Nvidia is planning to take on Intel and AMD with a new CPU designed for use in consumer PCs, according to a report. The move could see the gaming GPU maker challenge the domination of Intel and ...
With Alphabet, Meta, Microsoft and Amazon all set to report results this week, chip-sector investors should pay attention to cloud growth and spending forecasts.