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Article argues AMD is overvalued after a 150% 2026 rally, trading at a premium to Nvidia despite a smaller, slower-growing data center business. Author recommends avoiding AMD in favor of better-valu…
Nvidia is expanding its AI hardware dominance with the upcoming 'Vera' CPU, deepening its reliance on SK Hynix for memory. CEO Jensen Huang's visit to South Korea signals strategic partnerships acros…
Nvidia CEO Jensen Huang announced the Vera data-center CPU will use SK Hynix DRAM to challenge Intel and AMD. Additionally, Nvidia is expanding partnerships in South Korea with SK Telecom and NAVER f…
Nvidia shares dropped sharply as Meta plans major chip purchases from Google, whose AI TPU challenges Nvidia’s data center dominance, casting doubt on AMD’s role despite its strong yearly gains.
U.S. officials are debating allowing Nvidia to sell its H200 AI chips in China, but no final decision has been made. Current regulations hinder Nvidia's competitiveness in China, benefiting foreign r…
China's SAMR says Nvidia's 2020 Mellanox takeover violated conditions, prompting a review; Nvidia pledges cooperation and shares held steady, highlighting Beijing's heightened scrutiny of U.S. chipma…