Quick Read BAI holds $8B in assets with nearly 60% in information technology. NVIDIA and Broadcom alone represent 18% of the ...

As Nvidia pushes forward on its ambitions in artificial intelligence, the computing giant is lining up partnerships with tech companies to build out AI infrastructure and capabilities. During the ...

Quick Read ARTY returned 28.6% year-to-date through December 2025. That beats the S&P 500 by over 12 percentage points. Vertiv (data center infrastructure) is the largest holding at 5.95%. That ...

As the AI research fellow for a research firm, I have the opportunity to interact and share our best practices with hundreds of different organizations pursuing their AI strategy. So, it's no surprise ...

STAMFORD, Conn.--(BUSINESS WIRE)-- The AI vendor race is restructuring the business of tech, and every tech provider must reevaluate what it takes to compete and win in this evolving landscape, ...

Big Tech companies are expected to spend over $400 billion on AI infrastructure in 2025, with even higher spending planned for 2026. That spending extends beyond well chips to include networking ...

Core AI funds hold platform companies building and deploying AI, while spillover funds target semiconductors, data centers, cybersecurity, and power infrastructure. Expense ratios for thematic AI ETFs ...

The Department of Commerce should consider Israeli AI security companies for its trusted partner program to ensure the US tech stack is the global standard. The core of the Trump administration’s ...

NVIDIA unveiled a new artificial intelligence-enabled wireless stack structured to handle data-heavy workloads alongside tech contractor Booz Allen at its GTC event Tuesday. The NVIDIA-Booz Allen ...