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Cohere is in advanced talks to raise $2B to $3B at a $20B valuation. Existing backers include Nvidia and AMD, who invested in Cohere's prior $6.8B valuation round, representing substantial valuation …
Nvidia CEO Jensen Huang dismissed concerns over circular financing, defending the company's financial backing of AI labs and cloud providers. Despite Huang highlighting $100 billion in contracted dem…
AMD shares rose nearly 2% amid a tech rally following executive comments at the Goldman Sachs conference projecting a $2 trillion AI market by 2030. Wall Street analysts reiterated bullish stances, s…
AMD executives announced an aggressive push into rack-scale AI systems and raised the server CPU market forecast to $220 billion by 2030. Driven by agentic AI workloads, AMD reaffirmed over 60% compo…
Nvidia CEO Jensen Huang pushed back against AI safety doomsayers at a Goldman Sachs conference, reaffirming strong demand and a 70% revenue growth target for next year. Huang also spotlighted Nvidia'…
A Zacks comparative analysis highlights NVIDIA as a superior AI investment over AMD, citing NVDA's dominant data center market share, 75% gross margins, 63.7% net margin, and attractive forward valua…
Analysis warns the US AI lead is narrower than facility counts suggest. While Nvidia and hyperscalers dominate chips and capital, mounting power grid constraints, permitting bottlenecks, and local po…
Piper Sandler initiated coverage on Nvidia with a Buy rating and a $300 price target, citing its 80% market share in AI compute, multi-year supply shortages, and an attractive valuation relative to i…
Analyst commentary highlights Nvidia and Broadcom as prime beneficiaries of surging hyperscaler AI data center spending. Robust revenue guidance, custom AI ASIC demand, and GPU dominance suggest subs…
Billionaire investor Stanley Druckenmiller completely exited positions in Nvidia and Broadcom to build a sizable stake in AMD. He expects AMD's integrated CPU and GPU architecture, along with its Hel…
AMD-backed South Korean AI startup Upstage is considering a pre-IPO funding round ahead of a potential listing. Upstage reported running its Solar Pro model on AMD GPUs, processing over 100 billion t…
Broadcom shares fell 23% from highs despite massive custom AI accelerator momentum. Management projects AI revenue surging to $115 billion in fiscal 2027 and $230 billion in 2028, supported by long-t…
AMD shares rose after CFO Jean Hu projected data center revenue will double to $70 billion by 2027, driven by a $3 trillion AI market by 2030. Wall Street raised price targets following the announcem…
An opinion piece argues Nvidia could triple in value by 2030, citing its dominant AI GPU moat, the sticky CUDA software ecosystem, expansion into AI inference, and full-stack AI infrastructure capabi…
AMD shares gained 7.7% over the past month on robust Data Center and AI Instinct GPU momentum. However, high valuation, supply chain constraints, and competitive pressure from NVIDIA and Broadcom kee…
Nvidia CEO Jensen Huang highlighted surging H100 rental rates and massive AI chip demand, revealing OpenAI used over 100,000 Grace Blackwell GPUs for GPT-6 Astra with 400,000 more coming. The company…
Nvidia board member Mark Stevens sold over $410 million in stock following strong post-earnings gains. However, the sale represents just 5.82% of his total holdings, leaving him with nearly 30 millio…
Broadcom raised its long-term AI outlook, projecting AI revenue to reach $115 billion in fiscal 2027 and $230 billion in 2028. Driven by custom AI chips for Alphabet, Anthropic, OpenAI, and Meta, Q3 …
NVIDIA posted record $86 billion revenue (+106% YoY) and guided next-quarter revenue to approximately $108 billion. The company announced a $12.9 billion Hugging Face acquisition, massive GPU supply …
Nvidia CEO Jensen Huang revealed OpenAI's Astra model was trained on over 100,000 Grace Blackwell systems, with 400,000 more GPUs planned. The development confirms soaring compute demand, solidifying…