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Bank of America projects the semiconductor market to reach $3.2 trillion by 2030, driven by data center and AI expansion. AMD reported no signs of order slowdowns, noting robust customer commitments …
'Big Short' investors warn of severe revenue concentration risks for Nvidia, noting its top five customers represent 70% of accounts receivable. Additionally, heavy reliance on cash-burning startups …
Nvidia is reportedly considering investing up to $10 billion in Anthropic's potential IPO. Shares dropped over 3% amid investor concerns regarding circular AI financing obscuring organic demand, alon…
NVIDIA warned that surging memory and optical component costs could compress second-half gross margins. While long-term demand remains robust with massive GPU requirements for next-gen AI models and …
President Donald Trump phoned Nvidia CEO Jensen Huang during the All-In Summit, dismissing AI risks as a 'hoax' and championing rapid data center expansion. The pro-growth stance opposes industry cal…
Tech leaders including Anthropic's Dario Amodei, OpenAI's Sam Altman, and Elon Musk urged slowing AI development over safety and disruption concerns. The calls triggered profit-taking across AI-linke…
Broadcom shares have fallen 27% from highs despite surging Q3 revenue up 86% and AI chip sales jumping 221%. With strong custom AI chip demand from hyperscalers and an attractive forward P/E of 19.3x…
U.S. AI labs are considering slowing frontier model training over safety concerns following rogue agent incidents. A coordinated training pause threatens mega-datacenter expansion plans, triggering a…
NVIDIA posted blowout quarterly revenue growth of 106% year-over-year to $96.2 billion, driven by 117% data center growth, and raised next-quarter guidance to $108 billion. Analysts highlight its str…
Nvidia and Broadcom posted massive earnings growth, beating Wall Street expectations. Although both chipmakers face minor gross margin compression from higher memory costs, Nvidia offers stronger for…
Jim Cramer expects Nvidia shares to face a short-term pullback following Anthropic CEO Dario Amodei's call to slow AI development. Despite projected gross margin compression and capacity constraints,…
Elon Musk announced that SpaceX plans to launch Nvidia's Vera Rubin NVL72 AI computing systems into orbit by 2027. The project adapts Starlink satellite platforms with solar and compute equipment, op…
NVIDIA posted record quarterly revenue of $96B, forecasted $108B for next quarter, and announced plans to acquire Hugging Face for $12.9B. Despite an expanded DOJ antitrust probe and margin warnings,…
AI leaders from OpenAI and Anthropic called for a slowdown in AI development, delaying potential IPO timelines and pressuring AI chipmakers. Nvidia dropped 2.9% premarket on concerns over softened ch…
Anthropic's CEO urged a slowdown in AI model deployment due to safety risks, creating short-term sentiment pressure on hardware leaders. However, intense global competition and robust revenue project…
President Trump dismissed calls to slow AI development for safety guardrails, emphasizing maintaining the U.S. technological lead over China. Favoring voluntary industry standards over restrictive re…
NVIDIA is negotiating an anchor investment of up to $10 billion in Anthropic's planned IPO, targeting a $2.3 trillion valuation. The deal secures Anthropic's long-term hardware demand on NVIDIA's arc…
Anthropic is reportedly in talks with Nvidia regarding a potential $10 billion investment ahead of a record-breaking IPO. The deal would strengthen ties between the chipmaker and a major AI customer,…
Nvidia continues to beat market expectations with triple-digit sales growth driven by AI chip demand. While long-term projections point to massive market capitalization gains from ecosystem expansion…
Nvidia is in talks to become an anchor investor in Anthropic's upcoming IPO, potentially contributing up to $10 billion. The artificial intelligence startup reportedly aims to raise approximately $10…