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AMD's CEO will meet Samsung's chairman to discuss high-bandwidth memory supplies crucial for AI chips, coinciding with Nvidia's GTC conference highlighting AI hardware advancements.
Foxconn plans deep AI collaboration with Nvidia following meetings with OpenAI, signaling a strategic shift to AI infrastructure that could boost Nvidia’s GPU demand and drive strong market momentum.
Zacks names Ralph Lauren a bull and GIII a bear; separately NVIDIA invested $5B in Intel to co-develop x86-RTX SOCs and data-center chips, signaling a strategic AI partnership that deepens NVIDIA's e…
Nvidia will invest $5 billion in Intel, backing the struggling chipmaker. Analysts say the deal mainly benefits Nvidia by opening iGPU and rack-scale AI revenue channels and potentially securing futu…
Nvidia will invest $5 billion to buy roughly 4% of Intel and jointly develop PC and data‑center chips with high‑speed links, boosting Intel cash and challenging TSMC and AMD while not granting Intel …
Supermicro begins volume shipments of NVIDIA Blackwell Ultra (HGX B300) AI systems worldwide, delivering plug-and-play solutions to accelerate AI deployments; SMCI stock jumps premarket amid strong Y…
SMCI's air- and liquid-cooled GPU platforms are driving rapid revenue growth and production ramps, boosting shipments of NVIDIA B200 HGX systems and prompting strong fiscal 2026 guidance, reflecting …
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…