Nvidia stock has underperformed the PHLX Semiconductor Index despite the sector's 61% YTD gain, trading at a discount versus chip rivals, raising questions about valuation and relative growth prospec…
NVIDIA launches the Vera Rubin AI platform, enhancing efficiency and lowering inference costs, positioning it to lead AI compute markets amid strong growth and robust fiscal 2027 earnings forecasts.
ByteDance has secured access to about 500 NVIDIA Blackwell AI chips via a partnership with Aolani Cloud in Malaysia, expanding NVIDIA's reach in the AI chip market amid growing demand.
Nvidia-backed Ayar Labs secured $500 million in funding at a $3.75 billion valuation, highlighting strong investor confidence in emerging chip technology using light for data transmission.
Nvidia signed a multiyear deal to sell Meta millions of AI chips and processors, strengthening its data center CPU presence and highlighting competitive pressures for AMD and Intel in AI hardware mar…
Nvidia announced full production of its Vera Rubin AI platform, promising up to 5x training improvements and major advancements in AI infrastructure and autonomous vehicles, signaling aggressive grow…
NVIDIA's Blackwell platform drives 66% YoY Data Center revenue growth, supported by AI demand and strong fiscal 2026 earnings outlook, outperforming competitors AMD and Intel in AI data center chip m…
Nvidia commits $20 billion to license Groq's AI chip technology, enhancing competitiveness in AI hardware and data centers amid rising industry investments.
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.
The U.S. permits Nvidia to export H200 AI chips to China with a 25% fee, boosting Nvidia shares amid global AI hardware demand despite ongoing export restrictions for more advanced chips.
NVIDIA’s data center business surged with 66% YoY revenue growth, driven by AI demand and new product adoption. Analysts expect continued strength and a strong Q4, marking it a leading stock in AI in…