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Nvidia rebounded slightly after trailing rivals AMD and Qualcomm following Amazon's chip deal with Qualcomm. Despite competitive pressures, Nvidia maintains overwhelming financial dominance with data…
The U.S. Department of Justice is probing Nvidia's $20 billion arrangement with AI chip startup Groq over concerns it was structured to evade antitrust scrutiny. Regulators are examining whether the …
The U.S. Department of Justice is investigating whether Nvidia structured its $20 billion licensing agreement with AI startup Groq to bypass antitrust review. Regulators and lawmakers are scrutinizin…
Alphabet is expanding its market by shipping proprietary TPU systems directly to enterprise data centers, boosting cloud backlog to $514 billion. Although 82% cloud revenue growth underpins long-term…
Senator Bernie Sanders criticized heavy AI industry spending aimed at blocking regulation. Amid growing oversight debates, AMD continues expanding its data center presence by backing a $300 million l…
Nvidia announced its Groq 3 LPX rack is in full production, delivering 3,400 tokens per second for AI inference. Commercializing its $20 billion Groq acquisition, Nvidia will deploy the racks with Ve…
Nvidia announced a $12.9 billion acquisition of AI platform Hugging Face. While expensive at 86 times revenue, the deal secures access to 18 million developers and hedges against tech giants developi…
Nvidia's $12.93 billion acquisition of open-source AI platform Hugging Face won wide industry praise, including from Michael Burry and big tech CEOs. Analysts view the move as a strategic hedge again…
NVIDIA is defending its AI hardware dominance through a $3.5 billion MediaTek partnership for edge computing and reviving specialized inference chips like Rubin CPX. Backed by strong revenue growth, …
Nvidia announced a $3.5 billion investment in MediaTek convertible bonds, deepening their partnership. While critics label this 'circular financing,' supporters view it as a strategic ecosystem expan…
Cathie Wood's Ark Invest is heavily buying volatile AI chip challenger Cerebras Systems (CBRS), despite recent stock drops and widening losses. This move signals confidence in AI infrastructure growt…
Citi highlights that Nvidia's H200 chip sales to China are minimal compared to massive capex spending by Chinese tech giants, which is largely directed toward domestic alternatives.
Cathie Wood's ARK Invest increased its stake in Broadcom (AVGO) while reducing its position in Advanced Micro Devices (AMD) on Wednesday, continuing a recent trend of shifting AI chip exposure.
Nvidia CEO Jensen Huang remains unfazed by OpenAI's new Jalapeño chip, emphasizing Nvidia's scale and market leadership. Despite OpenAI's benchmark claims, Nvidia's dominance in AI training and stagg…
AMD shares gained following a series of bullish Wall Street analyst upgrades, including BMO Capital's Outperform initiation. Analysts cited AMD's expanding AI infrastructure portfolio and its upcomin…
Morgan Stanley projects Alphabet could generate roughly $200 billion from its custom TPU AI chip business over the next several years. Surging AI computing demand and companies seeking alternatives t…
Broadcom stabilized after a selloff triggered by Google's partnership with Marvell. Although Broadcom's AI revenue surged 143%, Google's alternative sourcing strategy poses long-term risks to Broadco…
Nvidia faces potential 20% downside risk ahead of earnings amid zero margin for error. Major customers Microsoft and Meta are developing in-house AI chips, while data center growth bottlenecks and co…
AMD secured major Helios AI design wins with Meta, OpenAI, and Anthropic, alongside rumored Google TPU collaborations. Despite brief post-earnings volatility, strong $4.7B debt financing and substant…
Nvidia faces near-term volatility ahead of earnings but is poised for growth due to expected forecast beats and future GPU price hikes. While competitors develop internal chips, Nvidia's dominant mar…