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In a move to support artificial intelligence (AI) startups, Nvidia Corp. (NASDAQ: NVDA ) has introduced a new initiative that provides access to high-performance computing infrastructure through a revenue-sharing and credit-support model. The Jensen Huang -led company announced on Wednesday that the AI cloud providers
Micron Technology Inc. (NASDAQ: MU ) has been one of Wall Street’s biggest artificial intelligence winners in 2026, with shares soaring roughly 301% year to date as demand for high-bandwidth memory exploded. But one lesser-known semiconductor stock has quietly done even better. MaxLinear Inc. (NASDAQ: MXL ), a communic
Polsia AI CEO Ben Cera ‘s argued that China is releasing state-of-the-art open-source (SOTA) AI models in the U.S., like GLM-5.2, that perform nearly as well as leading frontier models at a fraction of the cost, making it hard for companies to justify spending $100 million when similar capabilities may be available for
During the last two years, the AI trade has increasingly diverged from the broad market. The K-shaped environment, in which investors bought the obvious names— NVIDIA Corp. (NASDAQ: NVDA ), Advanced Micro Devices Inc. (NASDAQ: AMD ), Micron Technology Inc. (NASDAQ: MU ) —worked as capital rushed toward silicon. However