Big Tech Spend Fuels Next Leg of AI Arms Race
Media/ Social Media
Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses the AI landscape and what stocks he is looking at as we head into 2026. Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology. A deal would signal growing momentum for Google’s chips and long-term potential to challenge Nvidia’s
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