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Rackspace Technology signed a binding agreement to deploy 30 MW of AMD-based compute, including Instinct GPUs and EPYC CPUs, across its global data centers from 2026 through 2028, targeting enterpris…
Rackspace Technology announced a major agreement with AMD to deploy up to 30 megawatts of dedicated compute capacity for enterprise AI workloads from 2026 to 2028. Alongside this, Rackspace is cuttin…
Citi upgraded AMD to Buy, raising its price target to $575. The bank expects AMD to capture significant GPU business from Meta Platforms through custom MI450 chips, driving massive AI revenue growth …
Cerebras Systems (CBRS) debuted on Nasdaq at $350, valuing the AI chip designer at $106.75B. Shares pulled back 4.3% as semiconductor stocks declined broadly. The company raised $5.55B and counts Ama…
Nvidia’s $20B licensing deal with AI startup Groq faces US lawmakers’ scrutiny over potential antitrust evasion and competition concerns, risking regulatory review amid Nvidia’s expanding AI computin…
Nvidia launched the Vera CPU, a powerful AI-specific processor that is faster and more efficient, collaborating with Meta and others, signaling strong growth potential in AI infrastructure.
Nvidia deepens its AI chip partnership with Meta, powering Meta's hyperscale data centers, boosting Nvidia’s stock while putting pressure on competitors AMD, Broadcom, and Arista amid anticipated cap…
Nvidia agreed to pay $20 billion to license AI chip technology from startup Groq, aiming to enhance its inference chip capabilities and compete with Google's TPUs amid sector jitters.
China-based MetaX’s surging IPO sparks concerns over NVIDIA’s dominance, but NVIDIA’s strong financials, tech leadership, and partnerships buffer long-term risk amid short-term market rotation.
NVIDIA acquires workload management provider SchedMD and will continue to develop and distribute the Slurm software as open-source, enhancing its software infrastructure offerings.
China's semiconductor IPO surge, led by Moore Threads, challenges Nvidia's dominance amid strong retail enthusiasm for local GPU makers, signaling rising competitive pressure and strategic independen…
Nvidia faces competition concerns but shows strong technical and fundamental strengths, with accelerating revenue growth and high profit margins suggesting a probable rebound to all-time highs.
Moore Threads, a Chinese AI chip maker and Nvidia competitor, surged 500% in its IPO amid US export restrictions targeting Nvidia and peers, raising concerns over Nvidia's market dominance and supply…
Chinese AI firm Moore Threads’ IPO bids exceeded Nvidia’s market cap, challenging Nvidia’s near-monopoly in GPUs, despite Moore Threads’ current losses and U.S. trade restrictions.
Nvidia shares dropped amid fears Google’s AI chips could challenge Nvidia’s dominance, while Alphabet rose on Meta’s planned use of Google’s TPUs. Google’s new Gemini 3 model and cheaper AI chips fue…
NVIDIA's share price fell 1.88%, signaling bearish sentiment from investors likely due to weaker performance or negative news affecting the company.
Nvidia leads the AI era with dominant GPU market share and innovative chips, but geopolitical risks and rising competition from AMD and Intel pose challenges.
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…
NVIDIA shares declined by 0.99% while AMD surged 25.25%, indicating a strong market shift favoring AMD over NVIDIA in this brief snapshot.
Alibaba is developing an AI chip to replace Nvidia GPUs in China, aiming to reduce reliance on foreign accelerators and capture domestic AI infrastructure demand.