Nvidia’s AI boom—and that of hardware providers like Super Micro and Cerebras—relies on a few big tech spenders like Microsoft and Google. As these giants pour billions into AI, risks mount. Here’s how concentrated the AI boom is and why it matters.
MarketWatch provides the latest stock market, financial and business news. Get stock market quotes, personal finance advice, company news and more:
Subscribe to MarketWatch:
Follow MarketWatch on Facebook:
Follow MarketWatch on Twitter:
Follow MarketWatch on Instagram:
Follow MarketWatch on LinkedIn:
|
Keir Starmer has addressed his MPs and s...
Netflix chief global affairs officer Cle...
The AI sector remains highly attractive,...
China has sentenced the Hong Kong media ...
Brandon Farris, Executive VP of the Stee...
Forbes Media Chairman and Editor-in-Chie...
The Lanier Law Firm attorney Mark Lanier...
King Charles has made his first interven...
Economist Stephen Moore discusses the ec...
The Verge news editor Dominic Preston go...
AI Decoded focusses on one of the most u...
Fox News chief congressional corresponde...
Over the past year there has been a big ...
In its earnings call, Peloton acknowledg...
How Elon Musk is rewriting the rules on founder power | Equity Podcast
Elon Musk has merged SpaceX and xAI, cre...
Jensen Huang says $660 billion capex buildout is sustainable
The tech industry's surging capital expe...
Jensen Huang says $660 billion capex buildout is sustainable
The tech industry's surging capital expe...
How Elon Musk is rewriting the rules on founder power | Equity Podcast
Elon Musk has merged SpaceX and xAI, cre...