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AMD CEO Lisa Su pivots aggressively toward AI, aiming to challenge Nvidia’s dominance with competitive chips and key deals, despite Nvidia's market lead and supply constraints. AMD’s AI chip MI450 la…
AMD sets aggressive AI data center revenue targets aiming to challenge Nvidia's dominance with new chips by 2026, prompting cautious views on Nvidia's near-term outlook amid competitive pressure and …
Nvidia forecasts AI infrastructure market at $3-$4 trillion by 2030, driving growth. AMD plans AI chip launches and acquisitions but trails Nvidia, with shares rising 4% post-earnings beat amid stron…
Nvidia forecasts AI infrastructure market growth to $3-4 trillion by 2030, dominating data center chips. AMD plans AI chip launches and acquisitions but trails Nvidia in market share and returns.
AMD expects the data center chip market to reach $1 trillion by 2030, driven by AI, while Nvidia forecasts AI infrastructure worth $3-4 trillion. Nvidia leads market share with new AI chips launching…
AMD forecasts $1 trillion data center market by 2030, while Nvidia predicts $3-4 trillion AI infrastructure growth, launching new AI chips in 2026. AMD is expanding AI software acquisitions but Nvidi…
AMD plans to launch AI chips in 2026 and expand its AI business amid growing competition from Nvidia, which dominates the data center chip market. AMD’s OpenAI deal boosts future revenue prospects, b…
Intel announced a $5B Nvidia stake and co-development deal, is in preliminary talks with AMD, and has approached Apple and other investors, lifting Intel shares about 7% amid a broader turnaround pus…
Meta is in early talks to acquire Rivos, an AI‑data‑center chip startup, signaling a push to build in‑house processors and reduce reliance on Nvidia amid rising AI competition and heavy 2025 capex pl…
Safenscale closed a $433 million pre-Series C SAFE financing backed by Blue Owl, Dell, NVIDIA, and Nokia, with NVIDIA participating. The deal signals strategic AI infrastructure investment and prompt…
Nvidia will invest up to $100 billion in OpenAI and supply data-center chips, forging a major AI partnership that boosts demand for its GPUs and strengthens its position in the AI infrastructure mark…
Nvidia will invest $5 billion in Intel and pay $23.28/share, forming a joint plan to develop PC and data-center chips; Intel stock jumps ~24% while Nvidia rises about 2.7%.
Nvidia will invest $5 billion in Intel and buy Intel shares at $23.28, forming a joint plan to develop PC and data center chips; NVDA stock rose ~3.3% premarket while Intel surged and AMD slipped.
China told firms to halt testing and cancel orders of Nvidia's RTX Pro 6000Da, ruled Nvidia's Mellanox deal an antitrust violation, and launched antidumping probes, raising regulatory and geopolitica…
AI-driven demand and surging chip sales lifted semiconductor revenues; NVIDIA flagged strong earnings growth and a Zacks #2 rank, with analysts projecting sustained double-digit market expansion thro…