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Amazon agreed to purchase up to $60 billion in AI data center chips from Qualcomm across multiple generations. As part of the partnership, Amazon receives $4 billion in stock warrants, while Qualcomm…
Nvidia completed its $12.9 billion acquisition of Hugging Face, tightening its grip on open-source AI model distribution. However, concerns remain regarding platform neutrality and potential conflict…
Apple gains momentum in its trade secret lawsuit against OpenAI after presenting forensic evidence of stolen hardware schematics. Analyst Gene Munster highlights Apple's credible upper hand, potentia…
AMD dipped after ARK Invest sold shares for profit-taking, not a lack of confidence. Despite this and pressure from Nvidia's strong earnings, Wall Street maintains a Strong Buy consensus on AMD, anti…
Nvidia lagged Big Tech peers as Google partnered with Marvell to expand custom AI silicon and TPUs. While Nvidia maintains record revenue growth and dominance, rising competition from hyperscalers de…
NVIDIA is rapidly expanding its AI infrastructure through record-breaking data center revenue, strategic investments in French AI firm Mistral, and significant annual spending in Taiwan and South Kor…
AMD plans to invest £2 billion in the UK over five years to boost its AI ecosystem. The initiative focuses on research partnerships, advanced computing infrastructure, and energy-efficient AI project…
Intel aims to challenge Nvidia's dominance in the AI chip market by launching a new competitive processor before the end of the year, potentially pressuring Nvidia's market share in the high-performa…
Amazon loses two key executives from its AI custom chip division, signaling potential disruption in its AI hardware efforts and cloud infrastructure strategy amid intensifying competition.
Amazon's AI chip product leader, Gadi Hutt, has departed, potentially slowing AI hardware initiatives.
NVIDIA invests $2 billion in Nebius to build over 5 gigawatts of AI factory capacity by 2030, deepening collaboration on AI infrastructure, inference software, and hardware platforms to meet surging …
Nvidia is launching NemoClaw, an open-source AI agent platform targeting enterprise software firms to lead autonomous AI adoption, enhancing its AI ecosystem ahead of its developer conference.
Amazon plans a $200 billion capex for 2026, boosting AI investments but promoting in-house chips competing with Nvidia, whose shares suffer amid a tech selloff and weak AI sentiment despite Amazon an…
Nvidia and OpenAI reaffirm their partnership amid rumors, with OpenAI seeking alternative chip suppliers to reduce dependency, while Nvidia commits to ongoing investment and collaboration.
Nvidia’s multiyear rally is faltering amid growing AI hardware competition, yet strong profit forecasts and expanding cloud spending support moderate bullishness going into 2026.
Nvidia faces strong demand for AI H200 chips in China with potential $54 billion revenue, boosted by possible US export approvals despite market uncertainties.
The U.S. eased Nvidia chip export restrictions to China, allowing sales of a slightly older H200 chip, moderating U.S. AI chip dominance and fueling China's AI capabilities amid a strategic technolog…
The US permits Nvidia to resume AI chip shipments to China, balancing commercial gains with national security concerns, while policy debates continue on long-term US semiconductor competitiveness.
Alphabet's AI-driven growth boosts its market cap, challenging Nvidia for the top spot by 2026. Nvidia remains strong but faces potential market share loss in AI hardware from Alphabet's TPU expansio…
Amazon plans a $10 billion investment in OpenAI, promoting use of its Trainium chips, potentially reducing Nvidia’s AI chip demand and boosting Amazon’s AI hardware position.