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Intel aims to challenge Nvidia's dominance in the AI chip market by launching a new competitive processor before the end of the year, potentially pressuring Nvidia's market share in the high-performa…
Citi raises AMD price target to $460, projecting 34% CPU market share by 2030 driven by agentic AI workloads. Company expected to gain Anthropic as MI450 customer, with major milestones ahead.
Alphabet's Google and Blackstone are launching a $5 billion AI cloud venture to commercialize Google's Tensor chips, directly competing with Nvidia and CoreWeave in the high-demand AI infrastructure …
South Korean AI chip startup Rebellions raised $400 million to expand in the U.S. amid growing competition from Nvidia, signaling increased pressure on Nvidia's dominance in energy-efficient AI infra…
South Korean AI chip startup Rebellions raised $400M to expand in the US, backed by government under 'K-Nvidia' to compete with Nvidia, highlighting rising interest in alternative AI chipmakers amid …
Meta signed a multi-billion dollar multi-year deal to rent Google's AI chips, enhancing its AI model development amid increasing AI infrastructure investments by tech giants.
Meta expands its AI infrastructure partnership with AMD, committing billions for AMD-based AI capacity, while AMD shares jump and Meta's stock slightly dips amid increased AI investments.
Microsoft contributed 26% to Arista Networks' 2025 revenue with 67% growth, indicating strong AI networking demand and potential for further gains in 2026 as Ethernet deployments expand.
Microsoft launched its second-generation Maia 200 AI chip and competing software, targeting Nvidia’s software edge, signaling intensified competition in AI chip market and cloud computing clients shi…
OpenAI will buy up to 750 MW of computing power from Cerebras in a $10B deal over three years, emphasizing growing AI demand and competition among chipmakers, including Nvidia. The contract phases in…
Chinese AI start-up MiniMax soared 109% in its Hong Kong IPO, signaling strong local AI momentum and posing growing competition to Nvidia amid Beijing's push for domestic tech alternatives.
MetaX’s IPO surged 755%, highlighting strong investor demand for Chinese AI chipmakers challenging Nvidia amid US export restrictions and China’s push for semiconductor self-sufficiency.
Marvell Technology reported strong Q3 fiscal 2026 earnings and robust growth in AI infrastructure markets, driven by data center and networking segments, while planning to acquire Celestial AI. NVDA …
An analyst predicts Alphabet (GOOGL) will capture significant AI chip market share from Nvidia (NVDA), boosting its cloud business and driving strong revenue growth, while Nvidia faces competitive pr…
Alphabet's AI chip unit TPUs is valued near $900 billion, with potential 20% AI chip market share. Analyst optimism contrasts with mixed price targets indicating modest near-term upside and valuation…
Alphabet's AI chips (TPUs) show promise with potential 20% market share and partnerships, but valuation targets suggest possible downside risk amid strategic uncertainties.
Alphabet's stock surged nearly 70% YTD in 2025, driven by strong cloud growth and its new AI model Gemini outperforming Nvidia, prompting Guggenheim to raise its price target from $330 to $375.
Google launched its 7th-gen TPU, Ironwood, 4x faster, expanding AI training capacity and selling AI chips externally, competing with Nvidia. Major infrastructure and renewable energy investments in G…
Arm Holdings expands its Flexible Access program to cover the Armv9 edge AI platform, targeting startups and device makers, increasing competition for Nvidia in edge AI chip design and licensing.
AMD secured a multi-year deal to supply OpenAI with AI chips, including warrants for OpenAI to buy AMD shares, signaling strong growth for AMD but posing competitive pressure on Nvidia. The deal star…