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OpenAI seeks dismissal of Apple's trade-secret lawsuit over ex-employee hires, denying misappropriation and criticizing Apple's AI integration failures. Case highlights AI hardware rivalry and could …
AMD shares declined following Nvidia's announcement of new AI-integrated laptop chips. By entering the personal computing market and partnering with major manufacturers, Nvidia poses a significant co…
NVIDIA leads AI hardware growth with strong revenue and earnings gains, outperforming Synopsys, which faces margin pressure and slower design IP growth despite AI demand. NVDA's dominant data center …
Nvidia accelerates India expansion by partnering with Yotta and E2E Networks, deploying Blackwell GPUs in major AI infrastructure projects, positioning itself strategically in the growing Indian AI m…
NVIDIA leads the AI semiconductor market with strong revenue growth and new GPU architectures, but faces relative valuation concerns versus Micron, which offers higher EPS growth and a better investm…
OpenAI is discussing a $10 billion funding from Amazon, possibly adopting Amazon's Trainium chips, intensifying AI hardware competition with Nvidia and strengthening Amazon's cloud AI position agains…
Meta shifts focus from costly Metaverse to AI-powered wearables, boosting its stock, while posing new competition risks for Apple in the emerging AI hardware space.
Alphabet's TPU chips gain investor attention as a potential major revenue stream beyond Google's ad business, challenging Nvidia's GPU dominance with a cost-effective AI hardware alternative and fuel…
Amazon launches its third-generation AI Trainium chips, challenging Nvidia and Google in AI hardware, aiming to reduce reliance on Nvidia and expand AWS customer access to its AI servers.
The US administration is considering allowing Nvidia to resume H200 chip sales to China, potentially boosting Nvidia's revenues but raising national-security concerns and political resistance within …
NVIDIA leads the AI hardware revolution with strong data center revenue growth, government-approved China sales, and key partnerships, outperforming AMD despite AMD's solid gains and deals in AI infr…
OpenAI partners with Broadcom for 10 gigawatts of custom AI chips by 2026, complementing existing deals with Nvidia and AMD amid growing AI compute demand.
Intel expands AI footprint with NPUs and a Copilot+ rugged tablet but trails NVIDIA on GPU leadership; Intel faces margin pressures, estimate cuts and China headwinds that cloud near-term growth desp…
Alibaba is developing an AI chip to replace Nvidia GPUs in China, aiming to reduce reliance on foreign accelerators and capture domestic AI infrastructure demand.