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Broadcom surged 5.68% after multiple Wall Street upgrades citing strong AI infrastructure growth, expanding Google TPU partnerships, and robust revenue projections exceeding $100B by 2027.
Nvidia secures a $20 billion licensing deal with AI chip startup Groq, strengthening its position in AI inference and limiting competition on GPU alternatives amid the fast-growing AI chip market.
NVIDIA said it will invest $100 billion into OpenAI to build AI cloud databases, lifting long-term demand prospects for data-center GPUs amid mixed market futures and incoming PMI and new Chicago Fed…
China’s DeepSeek trained an R1 AI model for $294,000 using 512 Nvidia H800 GPUs, challenging costly Western models and triggering market losses for Nvidia amid Beijing’s chip restrictions and rising …
Intel's Xeon 6 CPUs and Arc Pro B-Series GPUs hit MLPerf v5.1 benchmarks, with Arc Pro B60 besting some NVIDIA workstation GPUs while NVIDIA's Blackwell Ultra also performed impressively, intensifyin…
AMD sees strong EPYC and Instinct demand and raised Q3 guidance, but an $800M MI308-related write-down, export controls and stretched valuation cloud near-term prospects while NVIDIA’s accelerating A…
NVIDIA (NVDA) shares fell 3.32% while NDAQ slipped 0.52%, signaling a short-term sell-off in tech-related names.
Zacks highlights debate over NVIDIA ahead of fiscal Q2: lofty AI-driven valuation risks versus strong GPU demand and data center tailwinds, while Alphabet, Meta, Amazon and Microsoft boost capex fore…