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AMD gears up for a major AI revenue ramp as shipments of its Helios rack-scale platform begin. Backed by multi-gigawatt commitments from Meta, OpenAI, Anthropic, and Microsoft, multiple Wall Street a…
Nvidia remains undervalued relative to its massive growth, sporting a low PEG ratio of 0.62. Accelerating revenue growth, dominance in data center GPUs, and surging AI infrastructure spending from Sp…
AMD gains momentum with Anthropic deal, Microsoft Azure partnership, and Turing workload migration, challenging Nvidia's AI chip dominance. Nvidia still controls 80% of market but both companies pois…
24/7 Wall St. rates Micron a HOLD (fair value after 780% surge), AMD a BUY (+14% upside on Meta/OpenAI GPU deals), and Marvell top pick with 42% upside on custom silicon growth.
Nvidia launches opt-in software to monitor AI GPUs amid US export restrictions and security concerns over unauthorized chip usage in China, impacting data center demand and regulatory risks going for…
AMD's rapid growth in AI and data center markets, fueled by key partnerships including OpenAI, pressures NVIDIA to expand GPU sales, prompting analyst upgrades and signaling robust long-term demand f…
Intel plans data center GPU sampling in late 2026, aiming to compete in AI chips amid Nvidia's dominance and $5 billion investment partnership between Nvidia and Intel.
Intel aims to enter the AI chip market with its Crescent Island GPU in H2 2026, but trails Nvidia and AMD, maintaining Nvidia’s leadership in AI computing for now.
Nvidia CEO comments on AMD's surprising deal granting OpenAI up to 10% ownership, emphasizing Nvidia's stronger partnership and $100 billion investment plan in AI infrastructure.
UiPath is integrating with NVIDIA to deliver agentic automation for sensitive workflows, highlighting a strategic partnership that could boost NVIDIA’s AI and enterprise automation presence.
China ordered major tech firms to stop buying Nvidia's RTX Pro 6000D and cancel deals, escalating anti-monopoly scrutiny alongside U.S. export curbs and cooling demand, which pushed NVDA shares modes…