The focus of artificial-intelligence spending has gone from training models to using them. Here’s how to understand the difference—and the implications.

More investors need to hear of and learn about ASML.

Ahead of Nvidia Corp.’s GTC 2026 this week, we reiterate our thesis that the center of gravity in artificial intelligence is shifting from “How fast can you train?” to “How well can you serve?” Training has ushered in the modern AI era.

Nvidia's Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say Nvidia's latest language processing chip, unveiled at the company's annual artificial intelligence conference,

Amazon Web Services says the partnership will allow it to offer lightning-fast inference computing.

New cloud stack cuts AI inference cost, scales enterprise workloads. A new enterprise AI inference stack built on NVIDIA’s Rubin platform is being rolled out by Vultr, aiming to

Amazon and Cerebras launch a disaggregated AI inference solution on AWS Bedrock, boosting inference speed 10x.