Cursor, an AI-assisted development environment, essentially an IDE, is being used by Nvidia internally to boost coding efficiency. Cursor says the Green Team's internal code commits have tripled since ...

Cursor claims Nvidia engineers produce three times more code with AI tools while productivity and fun go through the roof ...

What’s the biggest capital commitment in Big Tech right now? AI infrastructure—and Google is shoveling cash into it faster than anyone expected. Just how quickly has Google’s capital spending ...

Dec 17 (Reuters) – Alphabet’s Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world’s most widely used AI software framework, in a move ...

Meta commits to millions of Blackwell and Rubin GPUs in a multiyear deal, easing Google TPU fears while Arista Networks drops 3.2% after-hours.

Shares of Nvidia fell 3% after a report that Meta, one of Nvidia's key customers, could strike a deal with Google to use its tensor processing units for its data centers. Nvidia responded in a ...

Last week, The Information reported that Meta is in talks to buy billions of dollars’ worth of Google’s A.I. chips starting in 2027. The report sent Nvidia’s stock sliding as investors worried the ...

Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily’s newsletter. The market is acting like Google is coming for Nvidia. Alphabet’s ...