Jim Cramer expects Nvidia shares to face a short-term pullback following Anthropic CEO Dario Amodei's call to slow AI development. Despite projected gross margin compression and capacity constraints,…
Nvidia is reportedly in talks to acquire open-source AI platform Hugging Face for $12.9 billion. This strategic move would expand Nvidia's footprint into AI software and developer services, diversify…
Nvidia's stock delivered over 1,200% returns since ChatGPT's launch, driven by AI infrastructure demand. However, sector rotation toward memory and CPU makers has caused Nvidia to lag peers, with upc…
AMD's 'Advancing AI' Summit could reveal MI450 and Helios rack system details, positioning it as a lower-cost GPU alternative to Nvidia. AMD stock up 220% YoY vs Nvidia's 18%, with Microsoft expandin…
NVIDIA paid over $900M in cash and stock to hire Enfabrica CEO Rochan Sankar and other employees, finalizing the deal last week to fold AI hardware talent into NVIDIA.