Groq, Positron, and SambaNova aim to leverage evolving AI workloads in 2025 to challenge Nvidia's leadership in the market.
Advantest CEO Doug Lefever told the Financial Times that AI smartphones could justify the data-center spending spree that is ...
Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.
Broadcom estimates revenue from its three existing hyperscale customers will range from $60 billion to $90 billion in 2027, ...
Billionaire Stanley Druckenmiller Sells Nvidia Stock and Buys Another Stock-Split AI Stock. Does He Know Something Wall ...
The Dow Jones fell Tuesday as Nvidia stock hits a key resistance level. AI chip stock TSMC broke out past a buy point.
Investment bank Morgan Stanley on Friday issued a bullish report on artificial intelligence chipmakers, calling Nvidia stock ...
Nvidia was rising early Monday, with the chip company buoyed by a wider rally in technology stocks and positive assessments ...
"I'm not chip supply constrained," Microsoft CEO Satya Nadella said in a recent interview. Nvidia stock has dropped 7% since ...
SemiAnalysis pitted AMD's Instinct MI300X against Nvidia's H100 and H200, observing several differences between the chips.
Microsoft leads in AI chip purchases from Nvidia, with rivals like Meta and Amazon also investing heavily. Read more.