Tag: hyperscalers
Morgan Stanley: Alibaba Emerges as China’s Top AI Enabler
Alibaba is emerging as China’s strongest AI enabler, according to Morgan Stanley’s latest 2H25 CIO survey.
Analyst Gary Yu said in a note to investors...
Nvidia Rejects AI Bubble Concerns as Blackwell Powers Strong Q3 Beat
Nvidia delivered strong guidance for the current quarter after reporting fiscal third-quarter results that exceeded Wall Street expectations. Demand for its newest Blackwell AI...
