The federal government is more likely to fund curiosity-driven basic research, while industry is more likely to support ...

Nvidia dominates AI infrastructure with 94% market share, robust margins, and a $3-4T GPU TAM, balancing strong growth and ...

Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have ...

About 85% of users use Facebook, so Meta Platforms is still a single-product company, but at least some users are expanding ...