AMD, Broadcom, Marvell Are Trailing Nvidia. This AI Chip Stock Can Take Second Spot.
There’s no question which company rules the semiconductor space—but a fight is ramping up over who comes next.
Nvidia, AMD and Intel Invest in Startup Bringing Light to Chips
Ayar Labs Inc., which specializes in using light to transfer data between chips, scored investment from the three biggest US ...
Three chip leaders on what drives them to compete against $3 trillion Nvidia — and where the opportunity is
AMD, Cerebras Systems, and Altera executives explain the importance of competition in the chips world at Fortune’s Brainstorm ...
Nvidia's stock dips after China opens probe of the AI chip company for violating anti-monopoly laws
Shares of Nvidia have slipped after China said it is investigating the high-flying U.S. microchip company over suspected ...
Nvidia slides after China says it's probing the AI chip company for violating anti-monopoly laws
Shares of Nvidia slid early Monday after China said it is investigating the high-flying U.S. microchip company over suspected ...
China targets Nvidia with antitrust probe, escalates US chip tensions
China said on Monday it has launched an investigation into Nvidia over suspected violations of the country's anti-monopoly ...
TSMC in Talks To Produce Blackwell AI Chip for Nvidia in Arizona, Report Says
Taiwan Semiconductor Manufacturing Co. reportedly is in talks with Nvidia to produce the artificial intelligence darling's ...
Cloudflare (NET) to Move Beyond Nvidia Chips as AI Demand Soars
As artificial intelligence continues to reshape industries, experts are increasingly focusing on how its integration will ...
TSMC, Nvidia in talks for AI chip production in Arizona, Reuters reports
TSMC (TSM) is in discussions with Nvidia (NVDA) to make its Blackwell AI chips at TSMC’s new Arizona plant starting in early 2025, expanding on ...
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Jensen Huang must answer 3 main questions when Nvidia reports earnings
Tech news site The Information revealed that Blackwell ... issues behind Super Micro Computer, which procures Nvidia AI chips as part of its data-center hardware business. Mark Yusko, CEO and ...
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Jensen Huang must answer 3 main questions when Nvidia reports earnings
Nvidia has been a chief profiteer of the investment wave, since it supplies roughly nine out of 10 AI training chips to data centers. Its shares have tripled in value since the start of this year ...