Are the hundreds of billions being spent on datacenters a good investment? Why the AI chip king's moat may be an elaborate Maginot Line.

Nvidia has been at the forefront of AI chip development, and continues to reap the rewards. In its fiscal 2026 fourth quarter (ended Jan. 25), the company generated record revenue of $68 billion, up ...

The MTIA processors are the tech giant’s latest attempt to build its own AI hardware, even as it continues spending billions on gear from industry leaders like Nvidia.

Meta (META) has debuted four new AI chips as part of its Meta Training and Inference Accelerator family of in-house processors. The new chips are part of the social media giant’s efforts to take ...