This comes as US President Donald Trump’s tariffs spark concerns that rising tech prices will reduce demand for AI.

Challenging NVIDIA’s clout won’t be easy. The chip giant now offers full-stack AI data centers, including chips and software.

Explore the Google vs OpenAI AI ecosystem battle post-o3. Deep dive into Google's huge cost advantage (TPU vs GPU), agent strategies & model risks for enterprise ...

Deepa Seetharaman is a reporter covering artificial intelligence from The Wall Street Journal’s tech bureau in San Francisco. Her stories explore the way AI is changing business and society.