Nvidia’s AI moat is shifting from chips to capital
By Ari Levy Publication Date: 2026-08-18 11:00:00 NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX…
Tag: shifting
IBM Is Shifting Toward Software and AI. The Investment Case Is Improving
By Dilantha De Silva Publication Date: 2026-06-04 14:21:00 International Business Machines Corporation ($IBM) is shifting toward software and artificial intelligence…
New internal Microsoft memo shows shifting employee sentiment
By Ella Chakarian Publication Date: 2026-06-02 20:30:00 According to Microsoft’s biannual “Employee Signals” survey, employees feel energized to do meaningful…
QEMU Shifting On AI Policy To Allow Some AI/LLM-Generated Contributions
By @michaellarabel Publication Date: 2026-05-28 17:50:00 The QEMU processor emulator that plays an important role in the open-source Linux virtualization…
Microsoft AI Growth Story Meets Revenue Scrutiny And Shifting Big Holders
By Simply Wall St Publication Date: 2026-05-25 16:08:00 Find winning stocks in any market cycle. Join 7 million investors using…
Google I/O showed how the path for AI-driven science is shifting
By Grace Huckins Publication Date: 2026-05-22 10:00:00 Just this week, Pushmeet Kohli, Google Cloud’s chief scientist, published a piece in…
Broadcom Donates Velero to CNCF, Shifting Kubernetes Backup to Community Governance
By Matt Saunders Publication Date: 2026-05-01 08:00:00 Broadcom has announced the contribution of Velero, its Kubernetes-native backup, restore and migration…
How Cisco Systems (CSCO) Story Is Shifting With Mixed Analyst Views And New AI Moves
By Simply Wall St Publication Date: 2026-04-23 10:06:00 Find winning stocks in any market cycle. Join 7 million investors using…
Nvidia’s Quantum Strategy Is Shifting Market Power Toward A Lesser‑Known Player
By Peter Cohan Publication Date: 2026-04-20 14:36:00 Nvidia’s new quantum models sparked a surge in QC stocks. Here’s how the…
How The Microsoft (MSFT) Investment Story Is Shifting With AI Spending And Valuation Rethinks
By Simply Wall St Publication Date: 2026-04-18 15:04:00 Find your next quality investment with Simply Wall St’s easy and powerful…