Nvidia holds an estimated 90% of the market share for AI computing ... "It's about customers recognizing that there are novel ...

Conversely, Lefever noted that demand for AI-enabled smartphones is currently sluggish but could surge if a breakthrough ...

Yet even as governments and private industry race for supremacy in artificial intelligence, none of them possess a clear ...

Broadcom is rumored to have an ongoing partnership with Apple to help it build its own AI chip TikTok parent company, ...

Advantest CEO Doug Lefever told the Financial Times that AI smartphones could justify the data-center spending spree that is ...

In response, China has ramped up imports in a bid to stockpile semiconductors before the sanctions take full effect.

Although Nvidia tries to adhere to export control restrictions, the chipmaker is at the center of the ongoing US-China trade ...

In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro ...

As the marketplace for semiconductors grows beyond Nvidia, Broadcom — a major competitor — should see its stock price grow ...

Related: Ongoing problem may be costing Nvidia customers. For more from Sarge and some of the other brightest minds on Wall ...

The upward momentum is all but starting, as guidance indicates Broadcom’s (NASDAQ:AVGO) will be the biggest beneficiary as ...

Nvidia (NASDAQ: NVDA) gained 2.8% this week, driven by $30 million cluster sales to Hive Digital Technologies.