Microsoft (NASDAQ:MSFT) has lagged behind the NASDAQ over the past year but is off to a strong start in 2025, outperforming ...
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
Hedge funds were already waiting to see if a U.S.-fostered, home-grown artificial intelligence boom would continue as China's ...
The artificial intelligence community is raving over a new reasoning model that has surprised even Silicon Valley.
Last week, hedge funds fled their bets on tech stocks, a Goldman Sachs (GS.N), opens new tab ... U.S. AI infrastructure after the success of OpenAI's ChatGPT. "Competition from global players ...
according to analysts at Goldman Sachs. DeepSeek roiled global markets earlier this week when it said its AI model could offer similar performance to OpenAI's ChatGPT despite using less-advanced ...
Cost analysis by Goldman Sachs Research suggests at a headline ... unveiled by US President Donald Trump in conjunction with OpenAI, SoftBank and Oracle. In a world awash with information ...
Lastly, Goldman Sachs pointed out that the market value of Microsoft's investment in OpenAI, estimated between $31 billion and $79 billion, is not fully reflected on the balance sheet. Instead, it ...
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
Cost analysis by Goldman Sachs Research suggests at a headline level ... to the $500bn Stargate project unveiled by US President Donald Trump in conjunction with OpenAI, SoftBank and Oracle.
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