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VC funding for quantum computing reached a record $2 billion in Q2, while overall chip startup funding slowed. Investors cited Nvidia's commanding 93% to 94% market share as a barrier for startup riv…
Nvidia's $5.5T market cap is driven by its AI chip dominance and strategic investments in key AI players like Intel, SpaceX, and CoreWeave. The company is strategically expanding its ecosystem, with …
Nvidia maintains dominance in AI model training, but AMD is positioned to potentially outperform over the next three years. AMD's focus on the rapidly expanding AI inference market, key strategic acq…
D-Wave Quantum is drawing comparisons to NVIDIA as investors evaluate its potential to dominate quantum computing. While D-Wave shows strong momentum, its high valuation reflects much of this potenti…
Alphabet shares slipped as it announced plans to raise $80 billion for AI infrastructure expansion. Meanwhile, Nvidia continues to see strong sentiment following its CEO's bullish comments on Marvell…
Nvidia CEO Jensen Huang publicly endorsed Marvell Technology, projecting it could become a trillion-dollar company. The bullish sentiment, backed by a $2 billion partnership to build AI-focused semi-…
Qualcomm unveiled its Dragonfly AI data center brand but faced market pressure after Nvidia's impressive AI PC chip reveal. Nvidia showcased its new N1X processor and Vera Rubin chips, strengthening …
AI startup Groq is raising $650 million following a major licensing agreement with Nvidia. The deal, which focuses on AI inferencing, reinforces Nvidia's dominant market position and highlights conti…
Nvidia reports strong quarterly growth with three major customers representing 54% of revenue. AI hyperscalers drive 88% compute segment growth, though the company emphasizes customer diversification…
Lamda secures cloud contract with Hudson River Trading to rent over 1,000 Nvidia Blackwell systems, reinforcing Nvidia's dominance in AI infrastructure across major cloud providers.
Nvidia completed a $5 billion investment in Intel, acquiring a 4% stake at a discounted price, signaling a strategic partnership despite being competitors in semiconductors.
Nvidia's AI chip dominance faces growing competition as AMD projects aggressive long-term AI growth. Despite stake sales and valuation concerns, Nvidia remains market leader with strong ecosystem tie…
AMD plans to launch AI chips in 2026 and expand its AI business amid growing competition from Nvidia, which dominates the data center chip market. AMD’s OpenAI deal boosts future revenue prospects, b…
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.
Qualcomm unveiled two new AI chips targeting enterprise data centers, signaling a strategic AI pivot. While promising, these products won't launch until 2026+. Nvidia remains dominant, making Qualcom…
Intel launches advanced Panther Lake 18A chips with U.S. government backing, aiming to challenge Nvidia's AI chip dominance, but profitability remains distant amid strong competition.
Nvidia reported $46.7B Q revenue, up 56% YoY; data center sales narrowly missed estimates but guidance met expectations. H20 export restrictions and China policy limit near-term China revenue, while …