Nvidia remains the AI infrastructure leader, but its stock is up huge and the company is facing increased competition. Broadcom has a major opportunity in the ASIC market helping customers design ...

AMD can grab market share that Nvidia is conceding due to supply constraints.

Nvidia stock has stalled post-earnings as it buys Groq for $20B to boost AI inferencing. Click here to read an analysis of ...

The semiconductor stocks might have endured a bumpier ride in the second half of 2025, but there might be no slowing them ...

SHANGHAI, CHINA - SEPTEMBER 10 2025: The booth of nVidia during a tech show in Shanghai, China Wednesday, Sept. 10, 2025. (Photo credit should read WANG GANG / Feature China/Future Publishing via ...

Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become the single most important software company in the world. Since ChatGPT ...

Meta (META) is in talks with Alphabet to invest billions in Google TPUs for data centers by 2027. Nvidia maintains dominance in AI chips through its CUDA ecosystem. Potential approval for Nvidia to ...

(RTTNews) - Nvidia (NVDA) CEO Jensen Huang Monday announced several new initiatives on Monday aimed at reinforcing the company's leadership in AI and computing. The highlight was the introduction of ...

At the start of 2025, I believed AI was overhyped, ASICs were a niche, and a market pullback was inevitable. My long-term view has changed dramatically. AI technology and adoption is accelerating at ...

What’s the difference between a GPU and a TPU? It’s a wonkish question, to be sure, but one that has a lot of interesting applications to the AI arms race, where companies are trying to be the go-to ...