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Nvidia has officially certified Samsung, SK Hynix, and Micron to supply HBM4 memory for its upcoming Vera Rubin AI chips. This supply chain diversification and expansion into Korean R&D facilities st…
Analyst sentiment remains highly bullish on Nvidia, citing its unmatched leadership in AI chips and dominant competitive position. Morgan Stanley and KeyBanc maintain strong outlooks following Comput…
Nvidia surged 6% on the launch of a new AI chip for PCs, fueling a broader tech-led rally. While the S&P 500 hit record highs, gains were narrowly concentrated in tech and energy, as investors brace …
Nvidia surged 6.3% following Computex announcements: the RTX Spark PC chip entering the consumer market and the mass production of the Vera Rubin data center platform. These dual-market expansions so…
Global stocks remain near record highs despite Middle East tensions as AI optimism and strong earnings drive sentiment. While tech sectors perform well, the Dow faces pressure from geopolitical unres…
Cadence Design Systems unveiled 'ChipStack AI,' an autonomous chip design agent. Nvidia is already utilizing this technology to accelerate their verification processes from weeks to a single day, sig…
Nvidia (NVDA) shares are rising following the unveiling of their new high-efficiency AI superchip for PCs. Despite broader market anxiety over rising Middle East tensions and climbing oil prices, Nvi…
Nvidia invested $2 billion in Marvell Technology to form a partnership focused on AI chips and silicon photonics, enhancing AI infrastructure and providing customers greater flexibility in next-gener…
Cadence Design Systems expands collaboration with NVIDIA to enhance AI-driven chip and system design, leveraging NVIDIA’s GPUs and CPUs for faster, efficient workflows and new applications including …
Nvidia forecasts $1 trillion AI-chip revenue through 2027, launching advanced AI hardware and software with sustained high margins amid strong industry adoption and supply constraints.
Nvidia’s CEO announced a doubled AI revenue outlook of $1 trillion from 2025-2027, but shares dipped slightly amid macroeconomic concerns and cautious investor sentiment despite Wall Street’s sustain…
Nvidia projects AI chip demand to reach $1 trillion by 2027, unveiling advanced next-gen AI chips and systems that greatly improve performance and efficiency, reinforcing its leadership in AI infrast…
Tesla and XAI partner on MacroHard, an AI project leveraging Tesla’s AI4 processors and NVIDIA hardware, boosting Tesla’s AI investment prospects.
Nvidia gains 1.2% amid a down market, driven by strong Q4 earnings, Morgan Stanley’s bullish price target, and anticipation for its March 16 GTC conference unveiling next-gen AI chips that promise dr…
Nvidia-backed Ayar Labs raised $500M in Series E, boosting AI chip tech using light for faster data transmission, with plans to scale globally and deploy new optics solutions.
Nvidia invests $2 billion each in Lumentum and Coherent photonics startups to enhance AI chip data transfer speeds, supporting faster and more efficient AI workloads through cutting-edge optical tech…
Taalas raised $169M to develop custom AI chips that run models faster and cheaper than traditional designs, while Nvidia continues licensing IP and producing more complex AI processors with longer fa…
Amazon’s AWS is driving strong growth with AI infrastructure expansions and new product launches, positioning for solid Q4 2025 results and sustained long-term cloud demand.
AI chip startup Etched raised $500M to challenge Nvidia with a specialized efficient AI chip, threatening NVDA's dominance in transformer AI workloads.
Nvidia unveiled its next-gen autonomous driving platform, posing a rival to Tesla’s proprietary system. While Tesla leads in self-driving tech, Nvidia’s AI-powered open-source approach gains traction…