Market context
Follow the story. See which markets it affects. Explore the context.
Intel reports Q2 earnings Thursday; Wedbush expects beat on strong server demand, rising prices, and margins, citing AI-driven CPU demand growth. Neutral rating maintained with $60 price target despi…
Nvidia deepens AI chip manufacturing collaboration with Samsung, leveraging advanced 4-nanometer technology amid rising competition in AI inference chips.
Nvidia benefits from a market shift as AI inference computing outpaces training spending, boosting demand for specialized inference chips and validating Nvidia's strategic investment in inference pro…
Nvidia shares rose 2% as markets rebounded and AI server demand from Foxconn supports sentiment. Investors await Nvidia's GTC conference for updates on AI inference and data center chip roadmap amid …
Nvidia advances its AI strategy by integrating GPUs with networking and storage for scalable workloads, aiming to dominate AI inference with a multi-layer software stack, supported by analyst optimis…
Citi highlights Nvidia's strong AI-driven revenue growth and guidance, emphasizing data center demand and scaling hyperscaler spending on AI infrastructure through 2026.
Nvidia plans to enhance transparency by including stock-based compensation in adjusted earnings, improving its valuation versus rivals Broadcom and AMD. New AI inference processor launches and OpenAI…
Nvidia faces growing competition from Broadcom-backed Google TPUs for AI inference workloads, but Nvidia retains training leadership and recent Groq tech acquisition supports its market position.
NVIDIA strategically invests in AI inference startup Baseten, highlighting its push into scalable, efficient AI model deployment amid growing industry demand.
Nvidia invests $150 million in AI inference start-up Baseten and acquires Groq for $20 billion to strengthen its AI inference technology amid growing market importance.
Nvidia invests $20B in AI inference firm Groq, expanding beyond AI training chips to dominate inference workloads and diversify revenue with software and services amid growing AI demand.
Intel announces Crescent Island AI chip targeting energy-efficient inference, intensifying competition with Nvidia and AMD, with a partnership involving Nvidia aiming to co-develop future chips.