artificial-intelligence
Big Tech's quarter in four charts: AI splurge and cloud growth
Big Tech's $600 billion spending plans exacerbate investors' AI headache
AI is not a bubble, senior executive at Nvidia supplier Wistron says
Exclusive-Intel, AMD notify customers in China of lengthy waits for CPUs
US, China opt out of joint declaration on AI use in military
Date: February 5, 2026
By Victoria Waldersee A CORUNA, Spain, Feb 5 (Reuters) - Around a third of countries attending a military AI summit agreed on Thursday to a a declaration on how to govern deployment of the technology...
US software stocks slammed on mounting fears over AI disruption, lose $1 trillion in week
Date: February 5, 2026
Feb 5 (Reuters) - Software and data services stocks stabilized on Thursday after a bruising selloff, as investors looked for clues on whether fast-advancing artificial intelligence tools are starting...
Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth
Date: February 5, 2026
By Kenrick Cai and Deborah Mary Sophia SAN FRANCISCO, Feb 4 (Reuters) - Alphabet is taking on OpenAI with a gusto that underscores Wall Street's perception that the Google parent is the leader in AI,...
NXP CEO says demand for 'physical AI' boosting outlook
Date: February 4, 2026
By Toby Sterling AMSTERDAM, Feb 4 (Reuters) - Dutch computer chip maker NXP Semiconductors is benefitting from what it calls "physical AI", as businesses apply artificial intelligence in industrial...
Global software stocks hit by Anthropic wake-up call on AI disruption
Date: February 4, 2026
By Danilo Masoni MILAN, Feb 4 (Reuters) - A deep selloff in global software stocks entered a second day on Wednesday, reflecting growing concerned about how advances in artificial intelligence might...
Nvidia's Huang dismisses fears AI will replace software tools as stock selloff deepens
Date: February 4, 2026
Feb 4 (Reuters) - Nvidia CEO Jensen Huang dismissed fears that artificial intelligence will replace software and related tools, calling the idea "illogical", after a significant selloff in global...